your tax questions answered: what to do before 30 June

About this episode

Glen James and Ben De Rosa discuss essential tax tips and advice before the end of the financial year.

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ It's that time of year to get your tax sorted! Glen is joined by Ben De Rosa from Aevum Accounting to answer your questions and walk through everything you need to know before the end of the financial year. They touch on: 👉🏼 when to use an accountant vs DIYing your tax return 👉🏽 the best time to submit your tax return 👉🏾 working from home - fixed rate vs actual cost, tracking expenses + more 👉🏿 the $1k instant tax deduction - when is it in effect and how to claim it 👉🏻 what paperwork do you need for shares and DRP? 👉 I'm in Div 293 territory, is it still worth salary sacrificing over the max cap? 👉🏼 can I carry over a capital loss to future years? 👉🏽 claiming repairs on an investment property - once off vs depreciating the asset 👉🏾 what receipts & records do you realistically have to keep? 👉🏿 should I use the 6 year rule or not on my investment? 👉🏻 tips for reducing a CGT bill from sale of a property 👉 what to do before 30 June Connect with Ben at Aevum Accounting: https://www.aevumaccounting.com.au/ money money money is proudly…

People in this episode

Host: Glen James

Guest: Ben De Rosa

Topics covered

• tax preparation
• financial year
• accounting advice
• investment property
• capital gains tax
• deductions
• tax return

Keywords

• tax questions
• financial year
• accountant
• tax return
• deductions
• capital loss
• investment property
• CGT
• receipts
• expenses

Sponsors

Sphere Home Loans, Skye Wealth

Mentioned in this episode

Organizations: Aevum Accounting

Products: The Quick-Start Guide to Investing

Places: Australia

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