Australian Finance Podcast

How to optimise your tax & investments before June 30

7 snips
Jun 4, 2025
Guest
Navarre Trousselot
Navarre Trousselot, founder of Navexa and expert in investment tax organization, shares invaluable insights for Aussie investors as tax season approaches. He discusses what qualifies as investment income and untangles the complexities of capital gains tax (CGT) across shares, ETFs, and cryptocurrencies. Listeners learn smart strategies to optimize their returns and avoid common tax pitfalls. Trousselot also emphasizes the importance of accurate record-keeping and leveraging technology for efficient tax tracking, making tax time feel a little less daunting.
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INSIGHT

Basics of Capital Gains Tax

  • Capital Gains Tax (CGT) applies when you make a profit on investments such as shares, crypto, or property.
  • Your own home is generally exempt from CGT under specific rules.
ADVICE

Track Investment Income and Gains

  • Track your buy and sell prices for investments to calculate capital gains tax accurately.
  • Remember that reinvested dividends and crypto staking rewards are taxable even if you don't receive cash.
INSIGHT

Flexible CGT Calculation Strategies

  • The ATO gives flexibility on how you calculate CGT using methods like FIFO or specifically choosing parcels sold.
  • This flexibility lets you manage tax outcomes by realizing losses or gains strategically.
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