Investment Insights

Dixon Advisory helps accountants meet the end to end business and personal advice needs of their clients. The success of these partnerships is two fold. We have similar operating models and values – fee for service, salaried employees, and value professional qualifications, service and education. We also have complementary service offerings – accountants typically specialise in business advice and compliance whereas Dixon Advisory specialises in helping grow and protect life savings through investment advice.

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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How to get in touch

Steve Netting, Executive Director

P: 02 8622 9725

E: [email protected]