All Episodes

June 11, 2025 β€’ 74 mins

It's everyone's favourite time of year - tax time! In this episode Glen and Erin Davis, chartered accountant and money coach, dig into *everything* from lodging returns to claiming WFH expenses. They touch on:


πŸ‘‰πŸΎ back paid income

πŸ‘‰πŸΏ lodging late returns

πŸ‘‰πŸ» key lodgement dates

πŸ‘‰ teenagers and their income

πŸ‘‰πŸΌ side hustle income and deductions

πŸ‘‰πŸ½ salary sacrifice and HELP debt

πŸ‘‰πŸΎ the Division 293 super tax

πŸ‘‰πŸΏ claiming capital losses against future gains

πŸ‘‰πŸ» selling CBA shares after 25 years

πŸ‘‰ how long to wait for proper tax-related reporting

πŸ‘‰πŸΌ moving from sole trader to a trust

πŸ‘‰πŸ½ how business income affects your personal income

πŸ‘‰πŸΎ working from home deductions


Check out Erin's details here: https://www.erindavis.com.au/


Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here


We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.


Hosted on Acast. See acast.com/privacy for more information.

Mark as Played

Advertise With Us

Popular Podcasts

Bookmarked by Reese's Book Club

Bookmarked by Reese's Book Club

Welcome to Bookmarked by Reese’s Book Club β€” the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening β€” you’re part of the conversation.

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted β€” click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Β© 2025 iHeartMedia, Inc.