When selling, what about capital gains tax?
Where I Am? | Viewer ==> When selling, what about capital gains tax?

NinetyOne Asset Management

  NinetyOne Asset Management   Q3 of 2024 | 2 years ago

In a recent article1 we made the point that while investors are encouraged to remain invested through the cycle, there are several warning signals that should trigger the re-evaluation of their investment in consultation with their financial advisor. For discretionary investors, even if a warning signal triggers a re-evaluation of their investment, a further consideration is the early payment of CGT when making portfolio changes. Or is it?


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Did You Know ?

DYN

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.