Taxing problem for equity products

Capital-protected equity lending products were among Australia’s most popular investment structures last year, but ambiguity in the tax treatment of these products has meant that demand has waned. Nick Sawyer reports


Australia’s banks normally look forward to the run-up to the financial year-end. With investors scrambling to place their dollars into tax-efficient investment structures ahead of the June-end deadline, it can mean a busy and money-spinning few months for product providers. This year, however, things have been a little trickier. The equity market has taken a pounding, giving some investors pause for thought. Worse, banks were broad-sided by a statement from the Australian Treasury in

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