Australian Finance Podcast Your tax, shares & financial advice questions answered
Jun 19, 2025
Hosts dive into timely listener questions around tax season and investment strategies. They tackle the nuances of ETF tax reporting and discuss why young investors may not need to prioritize rebalancing. The conversation highlights the importance of documenting your own taxes and choosing the right financial advisor or accountant. They also address gender representation in finance and offer insights on managing inherited assets and trusts, all while promoting an engaging dialogue over financial empowerment.
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Episode notes
Check Tax Data Accuracy
- Use the ATO MyGov pre-fill service for tax reporting but always double check the numbers for accuracy.
- Track capital gains from share sales separately, as these are not automatically reported by the ATO.
Rebalance Smart for Young Investors
- For young investors, avoid frequent rebalancing to minimize costs and tax events.
- Use new contributions to top up underweight investments instead of selling winners.
Inherited Stocks Can Overwhelm
- Tahli shared her nan's experience inheriting stocks with no financial knowledge.
- Her nan sold all inherited shares quickly despite tax implications due to feeling overwhelmed.