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your tax questions answered: what to do before 30 June

About this episode

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


It's that time of year to get your tax sorted! Glen is joined by Ben De Rosa from Aevum Accounting to answer your questions and walk through everything you need to know before the end of the financial year. They touch on:


πŸ‘‰πŸΌ when to use an accountant vs DIYing your tax return

πŸ‘‰πŸ½ the best time to submit your tax return

πŸ‘‰πŸΎ working from home - fixed rate vs actual cost, tracking expenses + more

πŸ‘‰πŸΏ the $1k instant tax deduction - when is it in effect and how to claim it

πŸ‘‰πŸ» what paperwork do you need for shares and DRP?

πŸ‘‰ I'm in Div 293 territory, is it still worth salary sacrificing over the max cap?

πŸ‘‰πŸΌ can I carry over a capital loss to future years?

πŸ‘‰πŸ½ claiming repairs on an investment property - once off vs depreciating the asset

πŸ‘‰πŸΎ what receipts & records do you realistically have to keep?

πŸ‘‰πŸΏ should I use the 6 year rule or not on my investment?

πŸ‘‰πŸ» tips for reducing a CGT bill from sale of a property

πŸ‘‰ what to do before 30 June


Connect with Ben at Aevum Accounting: https://www.aevumaccounting.com.au/


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This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.


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your tax questions answered: what to do before 30 June

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