Ask an Adviser: Tips to maximise your EOFY deductions

We're back with our Ask An Adviser series - this time joined by Andrew Wilson, Managing Director at Wilson CA. He chats to us about finding those deductions and offsets you could be eligible for this EOF - helping us ensure we claim everything we're legitimately entitled to (especially for anyone working from home!)

Then we get into investing - he explains franking credits (and what you need to know before EOFY), the implications if you're receiving income from overseas sources or foreign assets, and just what implications those wonderful dividend reinvestment plans might have on that tax return.

Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio. It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. You can also add in your cash accounts and property to get the full picture of your portfolio – all in one place. Join now via Equity Mates and save 4 months when you purchase an annual premium plan.

You must follow our link here to claim this discount: sharesight.com/au/equitymates/

If you want to get in touch with Andrew - visit Wilson's website.

If you want to let Alec or Bryce know what you think of an episode, contact them here. Stay engaged with the Equity Mates community by joining our forum.

Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.

Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing Podcast is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.

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