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Tag Archives: Australia TAIM

Jun 22, 2015

Tax-Aware Shift in Superannuation

This is the fourth blog in a series on the evolution of Australia’s tax-aware investment management (TAIM) landscape. The Super System Review of the superannuation industry was completed in mid-2010, a year after the industry crossed the AUD 1.1 trillion asset mark. The Review included an observation that although taxes are often the single biggest…

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Jun 10, 2015

Tax-Aware Superannuation – A Closer Look at Dividends

This is the third blog in a series on the evolution of Australia’s tax-aware investment management (TAIM) landscape. Large asset owners, including statutory authorities, university endowments, and charitable bodies dominate the Australian investment landscape.  However, the largest asset owners by asset size are the 260-odd superannuation funds who collectively manage some 60% of Australia’s ~AUD…

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Jun 3, 2015

Historical Impact of Australian Taxes on Returns

This is the second blog in a series on the evolution of Australia’s tax-aware investment management (TAIM) landscape. One historical record of the impact of taxes on returns in Australia is the annual Russell Investments/Australian Securities Exchange (ASX) Long-term Investing Report, which measures pre- and post-tax returns for various asset classes over 20-year periods.  The…

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Jun 1, 2015

Tax-Aware Australia: An Idea Whose TAIM Has Come?

This is the first blog in a series on the evolution of Australia’s tax-aware investment management (TAIM) landscape.   In 1999, a new method of calculating Capital Gains Tax (CGT) was introduced in Australia, with assets acquired after its commencement taxed on the basis of time held and type of taxpayer. Assets held for less…

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