Cut your tax and invest smarter

You work hard, yet your tax bill keeps growing while your investments aren’t growing as quickly as you’d like. The rules change, EOFY sneaks up, and you’re stuck between fear of an ATO slap and the frustration of leaving money on the table. Conflicting advice, too many “smart” ideas, and zero clarity on what actually moves the needle.

This session shows the clean, legal ways to keep more of what you earn while building a portfolio that compounds without drama. We’ll map the right mix of structures, super, accounts, timing, and investment choices so you’re confident before 30 June and set up for the year ahead.

Key takeaways

• How tax-smart investing works and the key rules you need to know
• How to get started with tax-smart investing
• How to extract the key benefits of tax-smart investing
• Key mistakes around tax-smart investing to avoid
  

Why attend

Walk out with a short list of moves you can make immediately, plus a year-round setup that reduces tax drag and lifts after-tax returns. No gimmicks. Just practical steps that fit a busy professional’s life.

ABOUT THE INSTRUCTOR: BEN NASH

Ben Nash is Australia’s most followed financial adviser and the founder of Pivot Wealth, Australia’s most awarded financial advice company. Ben is the author of Virgin Millionaire, Replace Your Salary by Investing and Get Unstuck, and is the host of the Mo Money podcast.

Ben knows that money doesn’t solve problems, but it does give you options. He believes money success is about finding the perfect balance between living an epic lifestyle now while building financial freedom and security at the same time.

In Ben’s training sessions he draws on practical experiences from talking to thousands about money to help you learn simple, practical, tried and tested money strategies that actually work, delivered in an easy to understand way.

If you want some help with your money and investing, you can book a call with Pivot Wealth here.

ABOUT PIVOT WEALTH

Pivot Wealth was created to help people invest smarter and create a life that isn’t limited by money. We help you make smarter choices, learn the rules of the game, and get more out of what you have now.

We focus on putting you in the driver’s seat so you can build a money strategy that helps you find the perfect balance between living the life you want today, while you make financial progress to set up your future.

ABOUT SHARESIGHT

Sharesight is an award-winning portfolio tracking tool used by investors and SMSFs to manage their share portfolios and track performance across Australian and global markets. With automated tax reporting, dividend tracking, and capital gains calculations, Sharesight gives you visibility and control over your investments - and helps you maximise your returns without the spreadsheet headache.

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