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Income Asset Management Group

Short interest
0.00%
0.00 pp 30d
as of 21 Aug 2026
Reported shorts
1
Shares on issue
930.871M

Income Asset Management Group (IAM) News

Latest articles and price-sensitive announcements with AI sentiment classification.

Kalkine
Positive
17h ago

Plato Income Maximiser Reports $41.8M Net Profit for Fiscal Year Ending June 30, 2026

Plato Income Maximiser Limited (ASX:PL8) announced a net profit after tax of $41,832,000 for the fiscal year ending 30 June 2026, down from $83,577,000 in the previous corresponding period, as detailed in the company’s 2026 Annual Report. Key Highlights Net profit after tax totaled $41,832,000 for the year ended 30 June 2026, a decrease from $83,577,000 the prior year Investment portfolio achieved a 7.2% total return including franking credits, matching the Benchmark return for the year Inc...

Kalkine
Neutral
1d ago

How Can SMSF Couples Build a Retirement Income Plan Together?

Highlights Each partner has individual rights, so coordination happens at fund level only. Conditions of release, caps and tax components are tested member by member. Liquidity, documentation and succession planning are as important as the payment choice. SMSF couples can build a retirement income plan together by treating each partner as a separate member with individual rights, then coordinating timing, cash flow and records through the shared trustees. Pensions, lump sums or a mix may be u...

Kalkine
Neutral
1d ago

What Tax Playbook Should SMSF Trustees Follow Across All Income Types?

Highlights SMSF trustees apply one framework to every income type: classify the income, apply the right rate, claim only eligible deductions and keep evidence. A complying fund is taxed at a concessional rate, while non-complying funds and non-arm's length income attract the top marginal rate. Pension-phase exemptions, capital gains discounts, franking credits, foreign income and fees each follow their own rules inside that framework. SMSF trustees follow a consistent tax framework across all...

Kalkine
Neutral
6d ago

Are SMSF Trust Distributions Taxed Differently to Other Income?

Highlights Trust income keeps its character as it flows to the fund. Franking credits and capital growth components follow their own rules. Related trusts can create non-arm's length income. SMSF trust distributions are taxed on the fund's share of the trust's net income, and each component keeps its character. Franking credits, capital growth components and foreign income follow their own rules, so they are not taxed identically to other fund income. How does a trust pass income to an SMSF? ...

Kalkine
Neutral
6d ago

How Is Each Type of SMSF Income Taxed Across a Full Income Year?

Highlights A complying fund is taxed at a concessional rate on assessable income. Pension-phase earnings may be exempt, while non-arm's length income is taxed at the top rate. Franking credits and instalments feed into the annual return calculation. SMSF income tax applies to a complying fund's assessable income, taxed at a concessional rate in the accumulation phase and exempted where assets support retirement-phase pensions. Capital growth attracts the CGT discount, franking credits offset ...

Kalkine
Negative
5 Oct

Is Your Pre-Filled Contractor Income Wrong, and How Do You Fix It in myTax?

Highlights The ATO now pre-fills contractor income from taxable payments annual reports. The pre-filled figure is not binding and can differ from your invoices, often due to timing. Reason codes in myTax let you explain and correct the difference. Many contractors are opening their last financial year's tax return this year to find business income already filled in by the ATO. That figure comes from reports lodged by the businesses that paid them, and it will not always match the contractor's...

Kalkine
Neutral
23 Sept

How Are Rental Income and CGT Treated for Grandfathered SMSFs?

Highlights Grandfathered residential property LRBAs continue under the transitional framework, while their tax treatment remains subject to the existing superannuation rules. Rental income is generally taxed concessionally within a complying super fund, with the applicable outcome depending on the fund's phase and circumstances. Existing CGT concessions continue to apply under the broader superannuation tax framework, subject to the relevant eligibility requirements. For trustees who continue ...

Kalkine
Neutral
17 Sept

Plato Income Maximiser Announces Weekly NTA of $1.171 Pre-Tax as of 4 September 2026

Plato Income Maximiser Limited (ASX:PL8) has revealed its estimated Net Tangible Asset (NTA) per share as at 4 September 2026, reporting a pre-tax NTA of $1.171 and a post-tax NTA of $1.149, according to the company's weekly NTA update submitted on 17 September 2026. Key Points Pre-tax NTA per share stood at $1.171 as of 4 September 2026 Post-tax NTA per share was $1.149 as of 4 September 2026 A monthly dividend of $0.0055 per share is scheduled for payment on 30 September 2026, with an ex-di...

Kalkine
Neutral
17 Sept

Plato Income Maximiser Limited Posts August 2026 Investment Update with 10.2% Annual Total Return Since Launch

Plato Income Maximiser Limited (ASX:PL8) has published its monthly investment report for the period ending 31 August 2026, revealing a total return of 10.2% per annum after fees since its inception on 28 April 2017. This matches the S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt) benchmark, which also returned 10.2% over the same timeframe. Key Highlights Total return since inception is 10.2% p.a. (including franking credits, net of fees), with August 2026 deliv...