181. What to do with your shares at tax time

It’s tax time – so what happens to your shares, ETFs, and micro-investing apps when you’re doing your return?

This episode breaks down what investors need to know: how ETF distributions work, how dividends are taxed, what to do if you sold shares, and how US investments fit in. We also touch on AMMA statements, capital gains tax, and the First Home Super Saver scheme.

It’s everything you need to make sense of your tax return (without the jargon).

@tashinvests

@anakresina

@getrichslowclub

@pearlerhq

Get Rich Slow Club

Pearler

YouTube

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Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

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