#343 How to invest tax smart in the new financial year

This episode is a recording of a live session we did on how to invest tax smart in the new financial year. Now, most people start thinking about their tax planning at the end of financial year or after it's wrapped up, but the reality is that it can be limited what you can actually do to change your tax position. 

So, this is all about getting on the front foot in the new financial year to invest smarter and get a better outcome at tax time. We get right into all of the details around the different ways that you can structure investments, the types of investments that you can choose, the tax implications of those tax mistakes to look out for, and there were a ton of questions that came through on this one. 

This episode is perfect for anyone that wants to make sure that they're taking advantage of the right opportunities and saving more tax dollars so that they can save more, invest more and enjoy their lifestyle.

 

Want to make smarter money moves and get ahead faster? 

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Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055