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
#143 w. Jacqui Mooney - Launching your own business after a corporate career
#142 w. Shaun Lordan - Fintech mortgage market disruption
#141 w. David Dugan - How to build intergenerational wealth
#140 w. Diem Fuggersberger - How to build an eight figure business from scratch
#139 w. Annabelle Chauncy - How to use money to drive social change
#138 w. Sarah Davidson - How to create a global empire
#137 w. Jon Hollenberg - Creating marketing messages that sell
#136 July Investment Markets and Economic Update
#135 w. Kate McKenna - Elite performance hacks
#134 w. Chris Muddell - How to amplify your sales skills
#133 w. Kym Power - Mindset hacks to reduce stress and maximise performance
#132 w. Angie & Shane Saunders - How breathing better can help you invest better
#131 w. Andrew Sloan - How to navigate the uncertainty
#130 w. Troy Morgan - How to maintain peak performance
#129 Pivot client story w. Hannah - How to navigate a career change without disrupting financial position
#128 - How to build your property dream team [Live event collab for the ‘Spill the Proper-Tea’ series with Raiz Home and General Assembly]
#127 w. Dr. Amy Silver - "How to push through the fear of f*ing up with your finances "
#126 w. Lynne Cazaly - "Making sense of uncertainty when it comes to your finances"
#125 w. Alex Barrat - Crypto podcast series story "Investment Market Update"
#124 w. Caroline Bowler - Crypto podcast series story "Trends in the cryptocurrency market"
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