Episode description
It's the EOFY and we're answering all your tax time questions with chartered accountant, Aimee. In this episode Glen and Aimee touch on:
👉🏾 record keeping
👉🏿 offsetting capital gains with capital losses
👉🏻 international shares and the W-8BEN form
👉 I've cleared my HECS/HELP debt, now what?
👉🏼 changes to claiming working from home expenses
👉🏽 claiming work equipment
👉🏾 salary sacrificing vs claiming a lump sum personal contribution
👉🏻 combined tax returns for married and de-facto couples
👉🏿 the benefit of engaging an accountant
👉 claiming education costs related to your career
👉🏽 property owners
👉🏾 are financial advice costs paid through super tax deductible?
👉🏻 when is it beneficial to consider private health to avoid the medicare levy surcharge?
👉🏼 claiming donations
👉🏿 when do you need to lodge your tax return?
Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.
Check out our upcoming insurance webinar with the team from Skye Wealth: Beyond Super: Is the insurance in your super fund enough?
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, 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.