Engineers Australia

Engineers Australia has built its reputation as a trusted voice of the profession; a renowned global leader. Just as Engineers Australia builds our country, Dixon Advisory has been helping Australians build their life savings and manage their wealth for 30 years. We are excited to partner with Engineers Australia and provide members with investment advice and self managed superannuation solutions.

What you need to know about CGT relief under the new super rules

There’s a lot of noise about the government’s new super reforms, but one garnering a lot of questions is the capital gains tax (CGT) relief offer. What it is and when it applies is creating a lot of confusion, so, let me set the record straight.

Almost 32 years ago, the CGT regime began in Australia. Investments purchased before 20 September 1985 were granted a special exemption from this new tax. But with changes to tax rates within super pensions applying from 1 July, instead of an exemption, this time the government is offering super funds a one-off CGT relief on certain investments – if they meet specific eligibility requirements.

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Local firm, global outlook

Dixon Advisory is a financial advice firm supporting over 8,000 Australian trustees to optimise their wealth for retirement through self managed super funds (SMSFs). Our support includes year-round investment, accounting, compliance and administration assistance – something we’ve been committed to for 30 years. As one of Australia’s premier SMSF providers, our team of more than 350 employees based in Sydney, Melbourne, Canberra, Brisbane and New York work together to provide a global outlook for investing.

How to get in touch

Tim Coates

Director
B.Fin (ANU), MAppFin (KAPLAN)

1300 304 838

"We believe the value of money is the freedom it provides."

Daryl Dixon
Executive Chairman, Dixon Advisory

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