your tax questions answered: what to do before 30 June

your tax questions answered: what to do before 30 June

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


It's that time of year to get your tax sorted! Glen is joined by Ben De Rosa from Aevum Accounting to answer your questions and walk through everything you need to know before the end of the financial year. They touch on:


👉🏼 when to use an accountant vs DIYing your tax return

👉🏽 the best time to submit your tax return

👉🏾 working from home - fixed rate vs actual cost, tracking expenses + more

👉🏿 the $1k instant tax deduction - when is it in effect and how to claim it

👉🏻 what paperwork do you need for shares and DRP?

👉 I'm in Div 293 territory, is it still worth salary sacrificing over the max cap?

👉🏼 can I carry over a capital loss to future years?

👉🏽 claiming repairs on an investment property - once off vs depreciating the asset

👉🏾 what receipts & records do you realistically have to keep?

👉🏿 should I use the 6 year rule or not on my investment?

👉🏻 tips for reducing a CGT bill from sale of a property

👉 what to do before 30 June


Connect with Ben at Aevum Accounting: https://www.aevumaccounting.com.au/


money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au


Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


🏡 Join our Facebook community: https://bit.ly/m3fbgroup

Watch us on Youtube: https://www.youtube.com/@m3.podcast

Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(885)

922b wwgd: getting cashed up in Melbourne before a big country move

922b wwgd: getting cashed up in Melbourne before a big country move

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/In this episode, Glen sits down with Taz who has a dream to relocate to regi...

3 Kesä 49min

922 mortgage freedom, property spruikers, neighbour fence disputes + more

922 mortgage freedom, property spruikers, neighbour fence disputes + more

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/In this Q&A, Glen James and John Pidgeon discuss: 👉🏼 property growth sprui...

1 Kesä 50min

The Australian Government 5% Deposit Scheme & The Help To Buy Scheme

The Australian Government 5% Deposit Scheme & The Help To Buy Scheme

In 2025, the Australian Government expanded the Australian Government 5% Deposit Scheme and launched the Help to Buy Scheme. In this episode, Glen breaks down how both schemes work, who is eligible, a...

29 Touko 33min

921b wwgd: should we upgrade the car with our car allowances?

921b wwgd: should we upgrade the car with our car allowances?

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Maya* and Liam* both receive car allowances through their work which they're...

27 Touko 57min

share & ETF investors: what the tax changes mean for you

share & ETF investors: what the tax changes mean for you

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/The budget dropped CGT changes that spooked investors everywhere, but is the...

26 Touko 51min

921 she's got $1m equity at 27, inner city vs suburbs with a growing family, getting started with ETFs + more

921 she's got $1m equity at 27, inner city vs suburbs with a growing family, getting started with ETFs + more

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/In this Q&A Glen James and financial adviser James Millard from Sufficient F...

25 Touko 53min

property investors: what the tax changes mean for you

property investors: what the tax changes mean for you

Rachelle & Glen's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoHCheck out John's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9MOn Thursday 21 Ma...

25 Touko 1h 17min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
asuntoasiaa-paivakirjat
rss-rahamania
hyva-paha-johtaminen
rss-lahtijat
pomojen-suusta
rss-startup-ministerio
rss-viisas-raha-podi
rahapuhetta
sijoituspodi
lakicast
rss-porssipuhetta
rss-doulapodi
rss-inhimillisen-johtamisen-dna
rss-inderes-femme
rss-retoriikan-kesakoulu