Latest Taxation News

Euroz Hartleys is set to sell its Capital Markets division to BMO Financial Group for A$145 million, refocusing on its Private Wealth operations and returning proceeds to shareholders.

State Street Global Advisors has declared a 77.48 cents per unit distribution for its SPDR S&P/ASX 200 ESG ETF, blending cash, franking, and foreign tax credits for the fiscal year ending June 2026.

State Street Global Advisors announced a substantial cash distribution of 131.73 cents per unit for its SPDR MSCI Australia Select High Dividend Yield ETF (SYI) for the period ending 30 June 2026, accompanied by 5.88 cents in franking credits.

State Street Global Advisors has announced a cash distribution of 35.6022 cents per unit for the SPDR S&P/ASX 200 Listed Property ETF (SLF) for the period ending 30 June 2026, alongside franking and foreign tax credits.

The Australian Taxation Office has issued a Class Ruling detailing the income tax implications for Red Metal shareholders who received Maronan Metals shares as a return of capital. This guidance aims to provide clarity following the May in-specie distribution.

CD Private Equity Fund I (ASX:CD1) posted a net loss of $6.96 million for the year ended 31 March 2026, driven by a $5.14 million fair value decline in its US private equity holdings and significant foreign exchange pressures. Despite near-term setbacks, the Fund has delivered an 8.3% post-tax annual return since inception.

Milford Australian Absolute Growth Complex ETF (ASX:MFO) has announced an estimated distribution of 136.0917 cents per unit for the year ended 30 June 2026, with key dates set for early July and payment scheduled for 20 July.

Pengana International Equities (ASX: PIA) has announced a one-off fully franked special dividend of 12.5 cents per share, payable in August 2026, as part of a broader capital management plan that includes a proposed off-market buy-back.

Aspen Group lifts FY26 total distributions by 10% to 11 cents per security, marking the first time part of its payout is a fully franked dividend following a tax-paying status.

Qube Holdings confirms progress on regulatory approvals for its $5.20-per-share takeover scheme by Rubik Australia, with a shareholder meeting scheduled for June 16 and plans for a special dividend.

Tetratherix Limited (ASX:TTX) has launched a $2 million share purchase plan offering eligible Australian and New Zealand shareholders the chance to buy shares at a 2% discount to recent trading prices. The non-underwritten SPP opens on 4 June and closes on 18 June 2026.

FireFly Metals secures ATO Class Ruling confirming its in-specie distribution of Bellavista shares as a capital return, not a dividend, clarifying tax treatment for Australian shareholders.