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Wrap tax and End of Financial Year

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    • Capital gains tax discounts and calculations
    • Capital gains tax E4 and G1 events
    • Capital gains tax losses carried forward
    • Capital gains tax on super and pension accounts
    • Change of beneficial ownership asset transfer
    • Compensation payments and capital gains tax
    • Cost base for CGT assets
    • Cost base for shares and managed funds
    • TARP and NTARP capital gains
    • Dividend payments to client accounts
    • Dividend washing
    • Holding period rule for franking credits
    • Common tax terms explained
    • EOFY cut-off tips
    • Tax elections
    • Tax resources and guides
    • Tax treatment of investment products
    • Worthless shares
    • Understanding foreign income tax
    • Annual tax calculation for super and pension
    • Claim super for temporary residents
    • Pension indexation and recalculations
    • Super tax calculations and adjustments
    • Tax components of superannuation benefits
    • Tax deductions on super contributions
    • USI and ABN details
    • Wrap contributions and deposits
    • Wrap statements and tax reports
    • Understanding tax residency and withholding tax (WHT)
    • Trust settlor applications
    • Privacy Policy
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    Perpetual Private Wrap is the marketing name for the Perpetual Private Investment Wrap (Investment Wrap) an Investor Directed Portfolio Service (IDPS) operated by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643, Perpetual Private Super Wrap (Super Wrap) and Perpetual Private Pension Wrap (Pension Wrap) that are part of the Perpetual Super Wrap (RSE R1074406),ABN 22 897 174 641) (the Fund), as superannuation fund established by way of a trust deed. The trustee of the Fund is Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, AFSL 229757, RSE L0001458. The Perpetual Cash Account is a wholesale deposit with Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502. Perpetual Private advice and services are provided by PTCo. This information has been prepared by PTCo and contains general information only and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider the Investor Services Guide and Product Disclosure Statement as applicable, and whether the information is suitable for your circumstances, we recommend that you seek professional financial, tax and/or legal advice. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

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