Invest tax smart in the new financial year

About this event

In Australia we pay a lot of tax, and you don’t want your annual ATO donation to be any bigger than it needs to be. The smarter you are with your tax, the more of your income you can hold onto to grow your savings, build investments faster, or spend more on your lifestyle.

With the new financial year comes new possibilities. But there’s so many different opinions out there when it comes to the things you can do to reduce your tax (legally), it’s hard to know who to listen to or who to trust…

Your personal tax planning and deductions are important, but the area that has the biggest impact on your tax position over time is what you invest into, and how you structure your investments, and how you plan around your investments.

In this session, we’re going to cover tax and investing as two parts of the same pie, breaking down how tax works, and then how tax works with different types of investments. Ultimately helping you build the knowledge so you can be smart with your personal tax, and get the best after-tax returns when you invest.

Please note: this session is centred around individual tax planning and will not get into tax planning for business owners.

Takeaways

• Tax overview and tax rates for individuals and tax structures
• How tax works on investments and the hacks that can move the dial for you
• The most effective tax-saving investment strategies
• How to build a tax smart investment plan

About the instructor: Ben Nash

Ben Nash is a Finance expert, media money commentator, best-selling author, speaker, award-winning financial adviser, and founder of Pivot Wealth. 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.

About Pivot Wealth

Pivot Wealth was created to help people invest smarter and create a life that isn’t limited by money. We can 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 Pearler

Pearler is an Aussie startup that simplifies long-term investing for financial independence. We're making it easier for you to invest, compare strategies and measure progress towards your FI goals. Pearler helps make investing rewarding, simple and even a little boring. They’ve built tools to help everyday people like you grow, not trade or gamble.

Legal

By submitting your email address, you agree to receive updates about new programs, and special events from Pearler & Pivot Wealth. Please refer to the Pearler and Pivot Wealth Terms of Service and Privacy Policy for more information.