Capital Gains Tax Hits from Rebalancing
Definition
Rebalancing without prioritizing low-tax environments like superannuation triggers CGT on gains, eroding portfolio value.
Key Findings
- Financial Impact: 15-47% marginal CGT rate on realized gains (AUD 1,000-10,000 per rebalance event)
- Frequency: Each sell of overweight assets outside super
- Root Cause: Lack of visibility into tax-optimized rebalancing across accounts
Why This Matters
The Pitch: Investment advisers in Australia 🇦🇺 lose 15-30% effective returns to CGT on rebalances. Automated superannuation-linked rebalancing avoids tax drag.
Affected Stakeholders
Tax Advisers, Portfolio Managers, Clients
Deep Analysis (Premium)
Financial Impact
Financial data and detailed analysis available with full access. Unlock to see exact figures, evidence sources, and actionable insights.
Current Workarounds
Financial data and detailed analysis available with full access. Unlock to see exact figures, evidence sources, and actionable insights.
Get Solutions for This Problem
Full report with actionable solutions
- Solutions for this specific pain
- Solutions for all 15 industry pains
- Where to find first clients
- Pricing & launch costs
Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Related Business Risks
Manual Rebalancing Bottlenecks
Unbilled Rebalancing Services
Excessive Trading Costs in Rebalancing
ASIC Brochure Non-Delivery Fines
Manual Brochure Preparation Labour Costs
Client Acquisition Delays from Brochure Friction
Request Deep Analysis
🇦🇺 Be first to access this market's intelligence