Clearview Wealth Ltd Acquisition by Zurich Completed
Key points
- ClearView Wealth Ltd has been acquired by Zurich Financial Services Australia Limited
- All ClearView Shares are now held by Zurich
- ClearView Shareholders received $0.60 in cash per share and a $0.05 special dividend
- ClearView will be delisted from the ASX on August 21, 2026
- Shareholders advised to seek professional tax advice regarding the tax implications
Full summary
ClearView Wealth Limited (ASX: CVW) has completed its acquisition by Zurich Financial Services Australia Limited, with Zurich now holding all ClearView Shares. ClearView Shareholders received $0.60 in cash per share and a fully franked special dividend of $0.05 per share. The Australian Taxation Office has provided a draft Class Ruling confirming the Australian income tax treatment of the scheme and special dividend, though shareholders should seek independent professional tax advice. ClearView will be delisted from the ASX on August 21, 2026.
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