Tax planning is a 12-month process. That's a key lesson we've learned speaking to financial advisers over the past few years.
So in today's episode, we speak to Peter Nevill, financial adviser at Viola Private Wealth, to understand how he works with clients to achieve the most effective tax outcomes.
Turns out scrambling to get your tax sorted in the final days of the financial year isn't optimal. Who would've thought?
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Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.
Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing 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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