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How much do I need in ASX dividend shares to receive $15,000 passive income per year?

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  • ASX dividend shares look more compelling following the passage of capital gains tax changes into law, experts say.
  • The new rules grandfather existing ASX shares investments.
  • Portfolio strategist Damien Boey from Wilson Asset Management says the CGT changes have already affected investors' behaviour.
  • Wilson and Boey said buying and holding ASX shares for capital growth now looked less rewarding due to the 30% minimum CGT rate.
  • To get $15,000 passive income per year, you'll need about $250,000 in ASX dividend shares on a 6% yield.

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ASX dividend shares look more compelling following the passage of capital gains tax changes into law, experts say.

Cost base indexation will replace the current 50% CGT discount for assets held longer than 12 months from 1 July next year.

The new rules grandfather existing ASX shares investments.

After that date, capital gains on existing and new investments will be subject to cost base indexation.

A minimum 30% CGT tax rate will apply, too.

Portfolio strategist Damien Boey from Wilson Asset Management says the CGT changes have already affected investors' behaviour.

In an interview with Wilson chair and chief investment officer, Geoff Wilson AO, Boey said:.

Wilson and Boey said buying and holding ASX shares for capital growth now looked less rewarding due to the 30% minimum CGT rate.

Wilson pointed out the significance of that percentage, given 7.7 million Australians invest in shares outside their superannuation.

Boey also questioned how Australian capital growth would even materialise for investors given his expectation that the CGT changes would negatively impact already anaemic productivity growth.

US stocks have delivered more capital growth than ASX shares over the past three years.

To get $15,000 passive income per year, you'll need about $250,000 in ASX dividend shares on a 6% yield.

Some examples of ASX shares paying franked dividends include Wesfarmers Ltd and BHP Group Ltd.

The most popular ASX dividend-focused ETF is Vanguard Australian Shares High Yield ETF.

VHY ETF has delivered a 10-year average annual distribution of 6.46% and growth of 4.03%.

Shortened to 1 minute of reading, this version reads 11.1 on the Niral Score.

You are reading our version, not theirs. This is The Motley Fool Australia's report shortened to its most important sentences, in plainer words, with verdicts and loaded words taken out. Plain description stays, and so do adjectives that carry a fact, such as "former" or "federal". The reporting, the facts and the quotations are theirs — quotations are never edited — and the indicators beside it measure this version. Hover or tap Adjectives to see every one left in the text.

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  • The Motley Fool Australia How much do I need in ASX dividend shares to receive $15,000 passive income per year? plain
  • The Motley Fool Australia If I invest $15,000 in Wesfarmers shares, how much passive income will I receive in 2027? plain

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Outlet Niral ScoreAdjectivesSourcingSentimentHappiness
The Motley Fool Australiaas they published this story 16.2 16 21 0.1 59.5
The Motley Fool Australia 17.6 10 0 0.3 53.8
Mundane Readneutralized from The Motley Fool Australia 12.6 15 21 0.2 59.5

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