Ep 23: Intersection of investment and taxation advice (case study)

Season 3 Episode 2

This week Mena and Stuart discuss how investment and taxation advice intersect using a real client as a case study. Main points include:

How we eliminated Div. 7A issues saving the client $30k p.a. in tax
Making sure we had a distribution strategy to avoid compliance issues (and this strategy was congruent with the client’s investment strategy)
Utilising losses and tax attributes in entities which still allowing us to invest money effectively
Consider tax outcomes when determining ownership of future investments
And much more…

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

Published on 2 years, 10 months ago

Podcast Episode Details

Ep 23: Intersection of investment and taxation advice (case study)