In this Australian Finance Podcast episode, Owen Rask shares 5 essential questions to ask your accountant this tax season. You’ll learn how to:
– Maximise deductions and find missed opportunities
– Learn what successful clients do to minimise tax
– Plan ahead for your next big financial decisions
– Track your net worth like a pro
– Make your investing admin easier for next year
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Topics Covered
– Why tax time is your responsibility, not your accountant’s
– The true cost of DIY tax returns
– What good accountants do differently
– 5 tax-time questions you must ask
– Planning ahead for investing, buying property, and growing a family
– Why structuring your investments matters
– The hidden benefits of talking to your accountant more than once a year
Resources for this episode
– Ask a question – just select the Finance Podcast
~~ Show partner resources ~~
💰 Join Pearler using code “RASK” for $15 of Pearler Credit – https://bit.ly/Pearler
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📈 View Betashares full range of funds – https://bit.ly/beta-25
~~ Rask resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Learn about Rask Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Finance Podcast – https://bit.ly/R-quest
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Instagram: @rask.invest – https://www.instagram.com/rask.invest/
TikTok: @rask.invest – https://www.tiktok.com/@rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg
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