In this Australian Finance Podcast episode, your hosts Owen Rask and Navarre Trousselot (founder of Navexa) explain what Aussie investors need to know before tax time. They cover:
– What counts as investment income
– Understanding capital gains tax (CGT)
– Smart strategies to optimise your return
– Common tax-time mistakes and how to avoid them
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Topics Covered
– What is investment income?
– The basics of capital gains tax (CGT)
– Shares, ETFs & crypto: how CGT applies
– What’s prefilled and what’s not
– DRPs & staking rewards: you still pay tax
– The power of capital losses
– CGT discount for long-term holds
– How marginal tax rates work
– Smart deductions: tools, software & home office
– Why Navexa helps investors stay organised
– EOFY deadlines & planning ahead
