卖了投资房和基金，CGT如何对冲

DAS37

卖了一栋投资房，增值：70000.
卖了亏损的基金, 亏损：40000.
以上都超过12个月。
CGT计算：

1） 投资房增值算50%， 70000/2= 35000 增值
       基金亏40000，实际本年投资增值：-5000， 不用交CGT。

2）投资房增值 70000 - 40000 （基金亏损），本年增值30000， 50% discount后，30000/2=15000 增值，15000要交CGT。

以上方法1 和2 哪个正确？
   

黑山老妖

（70000-40000）/ 2

xyouc

用脚来想，lz的第一种方案就不可能对

DAS37

黑山老妖 发表于 2015-9-4 10:19
（70000-40000）/ 2

谢谢！

zxtbest

It forms part of your income tax and is not considered a separate tax ...

You have to figure out taxable capital gain from your Asset and related amount from your invested funding.

According to your situation,
Your capital gain 70000 from your investment property is acceptable if you calculated your cost base, capital proceeds, reduced cost base and indexed cost base properly.

Your distribution from managed fund will be taxed regarding to statement of the managed fund.
Please check ATO Website:

'This statement should  show which method the fund has used to calculate the gain; the indexation, discount or ‘other’ method. You must use the same methods as the fund to calculate your capital gain.'


Hope it will be beneficial for you.

Good luck

DAS37

zxtbest 发表于 2015-9-4 12:21
It forms part of your income tax and is not considered a separate tax ...

You have to figure out ta ...

谢谢回复，”It forms part of your income tax and is not considered a separate tax “，完全理解。

zrr_7

学习了

asundance

hxscofield

第二种

DAS37

hxscofield 发表于 2015-9-4 16:33
第二种

我也认为有可能是第二种，但是不能确定。看了以上各位热心朋友的回复，两种都有，我不知哪个是对的了。

dovelizhe

小白问一句：CGT是多少percent 啊？

DAS37

dovelizhe 发表于 2015-9-7 10:01
小白问一句：CGT是多少percent 啊？

加在你的收入上算总收入，然后决定多少。