tag:blogger.com,1999:blog-31350666.post7265669893998237830..comments2024-03-12T18:10:53.002+11:00Comments on Enough Wealth: Margin lending dilemmaenoughwealth@yahoo.comhttp://www.blogger.com/profile/09371028394685288035noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-31350666.post-20122481096010741152008-06-01T18:00:00.000+10:002008-06-01T18:00:00.000+10:00I closed my Leveraged Equities account and shifted...I closed my Leveraged Equities account and shifted the shares to CommSec - it was easy to do, but I was already using CommSec as broker. The reason I did it was that CommSec charged outrageous fees to transact on a non-CommSec margin loan (whereas TD Waterhouse hadn't). I did this while living in the US. Shouldn't be any CGT. I can see the tax review reducing corporation tax, abolishing dividend mOOmhttps://www.blogger.com/profile/03440274434662150925noreply@blogger.comtag:blogger.com,1999:blog-31350666.post-58351612477273722842008-06-01T17:35:00.000+10:002008-06-01T17:35:00.000+10:00Transferring your holdings from Commsec to St. Geo...Transferring your holdings from Commsec to St. George should not trigger a capital gains event as long as you are not transferring ownership from one entity to another: i.e. from a private company to you personally. Good luck.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-31350666.post-35267868280392829562008-05-31T19:37:00.000+10:002008-05-31T19:37:00.000+10:00It's hard enough making investment decisions when ...It's hard enough making investment decisions when you only have to guess the likely return on the investment. Having to guess about future tax and superannuation rules must be a real pain.<BR/><BR/>IIRC, when Australia first introduced capital gains tax in the 1980s there was an exemption for shares acquired before the tax took effect (which actually lifted the market a bit as investors tended totraineeinvestorhttps://www.blogger.com/profile/05179861120801348035noreply@blogger.com