In this Australian Finance Podcast episode, your hosts Owen Rask and Navarre Trousselot
(founder of Navexa) explain what Aussie investors need to know before tax time. They cover:
– What counts as investment income
– Understanding capital gains tax (CGT)
– Smart strategies to optimise your return
– Common tax-time mistakes and how to avoid them
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Topics Covered
– What is investment income?
– The basics of capital gains tax (CGT)
– Shares, ETFs & crypto: how CGT applies
– What’s prefilled and what’s not
– DRPs & staking rewards: you still pay tax
– The power of capital losses
– CGT discount for long-term holds
– How marginal tax rates work
– Smart deductions: tools, software & home office
– Why Navexa helps investors stay organised
– EOFY deadlines & planning ahead
Resources for this episode 📺 Watch Navarre Trousselot’s last episode on YouTube: https://youtu.be/bJj1w-VereA 🧾 Navexa portfolio tracker: https://www.navexa.com/au 📚 Rask’s tax course: https://education.rask.com.au/courses/tax-course/
~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit – https://bit.ly/Pearler 📊 Get 50% off your first two months using PocketSmith – https://bit.ly/R-PocketSmith 📈 View Betashares full range of funds – https://bit.ly/beta-25
~~ Rask resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access show notes – https://bit.ly/R-notes ❓ Ask a question – just select the finance podcast – https://bit.ly/R-quest
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DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg
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