Key Discussion Points

October 2024

Tax Reporting - Update

We are on track to deliver various reports via Sharepoint by Thursday 24 October.

The reports that we will be providing for our mutual clients are:

Prime Report Pack @ 30 June 2024
• Portfolio Valuation
• Cash Statement
• Purchases & Sales
• Investment Income
Property - FY24
• Original Unit Certificate (upon application/payment)
• Redemption Certificate (upon redemption)
• Distribution Statements (if distributions paid)
• Tax Statement (upon FY of redemption or if distributions paid)
Mailhouse documentation
• All documents that we have received

We will email the link to the sharepoint site to your Firm and advise of any delays with specific Fund Managers and expected timeframes.

Angelina Rigoli,

General Manager – Wealth

Wealth Management - Advice, Client Service & Experience

Understanding Small Business Capital Gains Tax Exemptions

Navigating the complexities of taxation is a crucial aspect of running a small business in Australia. When a profit is realised from selling business assets, Capital Gains Tax (CGT) is applied.

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Corporate Actions & Updates

As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.

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Sell Orbis Global Equity Fund, Buy VVLU, Langdon& PGF

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Wealth Management - Advice, Client Service & Experience

Recent Monthly Market Update

Click below to read our recent market update for August, released on 20 September.

Quality of SMSF Establishment Advice Under Assessment by ASIC

Following the release of a new information sheet in late 2022, ASIC is launching an investigation to assess industry compliance.

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