

Investor tax return masterclass ft. ATO Assistant Commissioner
Jun 10, 2024
Kate Campbell chats with Rob Thomson, Assistant Commissioner from the Australian Taxation Office on essential tips for investor tax returns. They cover understanding tax basics, the importance of record-keeping, tax agent vs. self-lodging decisions, asset depreciation, deductions, income, and tax tips for investors on shares, ETFs, and cryptocurrency. They also discuss financial planning tips and introduce Rask Invest, a new investment service.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Understanding Tax Basics and the ATO's Role
01:32 • 5min
Tax Agent vs. Self-Lodging: Personalized Decision Making
06:56 • 6min
Importance of Record-Keeping for Tax Reporting
12:33 • 10min
Understanding Asset Depreciation, Deductions, Income, and the Medicare Levy
22:33 • 3min
Tax Tips for Investors on Shares, ETFs, and Cryptocurrency
25:36 • 14min
Masterclass on Investor Tax Return Essentials
39:12 • 2min
Financial Planning Tips, ETF Portfolio Webinar, and New Investment Service Introduction
41:13 • 2min