This episode is a recording of a live session we did on how to invest tax smart in the new financial year. Now, most people start thinking about their tax planning at the end of financial year or after it's wrapped up, but the reality is that it can be limited what you can actually do to change your tax position.
So, this is all about getting on the front foot in the new financial year to invest smarter and get a better outcome at tax time. We get right into all of the details around the different ways that you can structure investments, the types of investments that you can choose, the tax implications of those tax mistakes to look out for, and there were a ton of questions that came through on this one.
This episode is perfect for anyone that wants to make sure that they're taking advantage of the right opportunities and saving more tax dollars so that they can save more, invest more and enjoy their lifestyle.
Want to make smarter money moves and get ahead faster?
Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697
Learn more about Pivot Wealth: https://pivotwealth.com.au/
Check out Ben’s book, Get Unstuck: https://www.getunstuckbook.com.au/
Check us out on socials:
TikTok: https://www.tiktok.com/@bentalksmoney
Instagram: https://www.instagram.com/pivotwealth/
Youtube: https://www.youtube.com/c/BenNashPivot
Facebook: https://www.facebook.com/pivotwealth/
Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth
Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055
#114 - Ethical investing series w. Simon O'Connor
#113 Ethical investing series w. Rory Cunningham
#112 The federal budget explained in words human beings actually use
#111 Ethical investing series w. Tom Culver
#110 Ethical investing series w. Kevin McDonald
#109 Ethical investing series w. Paul Garner
#108 Ethical investing series w. James Tayler
#107 How to buy your first property [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#106 Pivot client story w. Danny & Nikki - Building a rock solid financial foundation with total confidence
#105 Pivot client story w. Oliver - How to get onto the property ladder without sacrificing your lifestyle
#104 Pivot client story w. Clare - How to confidently build assets outside business after being burnt?
#103 Pivot client story w. Karim - Avoiding guilty spending and building an achievable pathway to money success
#102 - How to Master Your Money Mindset [Live event collab for the 'How to Money' series with Raiz Invest and General Assembly]
#101 - Buying Property in a post COVID Australia [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#100 - Cameron Airlie Property Pro Series
#99 - Ed Sainsbury Property Pro Series
#98 - Amanda Bennett Property Pro Series
#97 - Kellie Landrey Property Pro Series
#96 - Aaron Christie-David Property Pro Series
#95 - Theo Angelopolous Property Pro Series
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast