SandonCapital

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SandonCapital

SandonCapital

@SandonCapital

Sandon Capital is an activist investment firm. We devise and implement strategies that seek to unlock value in companies held in our investment portfolios.

Sydney, Australia Katılım Temmuz 2013
598 Takip Edilen1.5K Takipçiler
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rue@ruethewhirl551·
$kar.ax Week of the AGM coming up and crickets from STAM and Sandon this year. Can only assume they’re… happy? Thought we might get to see some heads roll 😴 @FredWoollard @SandonCapital @OneMoreif
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Geoff Wilson
Geoff Wilson@GeoffWilsonWAM·
All Australian must stop the tax on unrealised gains. It is bad policy, unfair and illogical. It will negatively impact all Australians no matter who wins the election tomorrow. We must keep fighting for sanity and to block this legislation in the @AuSenate. @WilsonAssetMgmt will keep fighting for you all.
Mark Bouris@markbouris

Peter Dutton's thoughts on Labor’s plan to tax unrealised capital gains via Superannuation. This interview was all about policy, Australia’s economy, and the future of the country. From housing and the cost of living to energy policy and the consequences of a Labor government. Search Straight Talk with Mark Bouris wherever you get your pods, or check the link in the bio to listen now

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Geoff Wilson
Geoff Wilson@GeoffWilsonWAM·
Read about the illogical tax on unrealised gains proposed by @AustralianLabor “Spain is one of just three countries in the world with such a tax. Other countries ditched it because it reduces the investment environment to a low-risk and unproductive area while punishing people who are asset-rich but cash-poor.”#Election2025 dailytelegraph.com.au/news/opinion/v…
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Geoff Wilson
Geoff Wilson@GeoffWilsonWAM·
A fellow Australian explains how to cope with @AlboMP tax on unrealised gains “The best strategy is to cash in your super and buy a huge house, far larger than you need, for CGT free gains. Capitalise the interest. Enjoy retirement. Borrow against it for life expenses. Just more Labor poorly thought out policy. Not that Albo has to worry on his inflated pension at the cliff top in Copacabana” @WilsonAssetMgmt estimates $155 billion will go into housing because of @AustralianLabor’s tax on unrealised gains.
Geoff Wilson@GeoffWilsonWAM

Our discussion paper ‘Critiquing the Proposed Taxation on Unrealised Gains in Superannuation’ also provides more detail on the current debate around this proposed legislation by @AustralianLabor: wilsonassetmanagement.com.au/critiquing-the…

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Geoff Wilson
Geoff Wilson@GeoffWilsonWAM·
Every Australian needs to vote against taxing unrealised gains. It’s an unfair illogical tax the @AustralianLabor @AlboMP @JEChalmers desperately want. They don’t understand the significant unintended consequences of taxing profits before they are made. We estimate the negative impact on the economy of $94.5b and the legislation will result in $155b moving from SMSFs to purchase tax free homes (ppr). This legislation is a disaster @CroweDM @smh #Election2025
Geoff Wilson tweet media
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SandonCapital
SandonCapital@SandonCapital·
The headline is about tax in unrealised gains but it also discusses the complete lack of any discussion of franking credit changes by any politicians. If no-one asks about it, the risk is a new government sees franking as a tool for budget repair afr.com/policy/tax-and…
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SandonCapital
SandonCapital@SandonCapital·
Thanks to @GeoffWilsonWAM, Caroline Gurney and the whole team at @WilsonAssetMgmt and @FutureGenInvest for the opportunity to come along. Thanks to shareholders for such a great turnout!
FutureGenerationCo@FutureGenInvest

Fantastic to see our shareholders at our first 2025 National Shareholder Presentation in Canberra today. Thank you to @GeoffWilsonWAM, Gabriel Radzyminski @SandonCapital, Ben Bartlett @ReachOut_AUS, and our CEO, Caroline Gurney. For future events: lnkd.in/g25FTTUE

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SandonCapital@SandonCapital·
This is part of @USFederalGov plans to improve strategic supply of pharmaceuticals. @AustGovernment has the opportunity/obligation to do the same here. Medicine shortages will only get worse.
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SandonCapital@SandonCapital·
The United States Federal Government has been rebuilding its domestic manufacturing capabilities since COVID. Companies like @IDTAus can manufacture APIs, the basis of most medicines. ‘Havoc’ for patients as hundreds of medicines in short supply smh.com.au/healthcare/hav…
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