EOFY Tax Hacks For Your Share Portfolio

You’ve started your investing journey (yay!), but you’re oblivious about how your portfolio is going to be taxed during this financial year (boo!). 

If this year’s budget convos about Capital Gains Tax (CGT) have you sweating, strap in for a deliciously informative Deep Dive.

In this episode, Victoria and Jess discuss how shares and ETFs are taxed, explaining the difference between dividends, distributions and franking credits, plus how to offset your earnings or your income when completing your tax return.

Learn how to make the most of your investing platforms, why it pays to play the long game, and when to hand things over to a professional (read: your accountant). Soon you too will have a clear understanding of how each asset class is taxed, and why sticking it out is smarter than you think.

This episode is brought to you by our friends at Sharesies. Visit Sharesies.com.au to learn how to kick off (or supercharge) your investing journey.

INVESTING CHEAT SHEET: You heard me. Download our Investing Cheat Sheet and kick off the new FY, flying.

START INVESTING: Not yet begun your investment journey? Check out this episode on how to start. 

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Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements (nartarshabamblett.com.au)

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