Share investors do this before 30 June | Tax Tips & Strategies 

Are you an ETF investor in Australia looking to optimize your tax strategies before the end of the financial year on June 30? In this video, we dive into essential actions you should consider to manage your taxes effectively and maximize your investment returns.
Chapters
0:00 Intro
0:15 Reviewing Your Investment Portfolio
3:50 Contributing to Superannuation
4:21 Claiming Deductions
5:21 Utilizing Capital Gains Tax Discounts
6:02 Managing Dividend Income
6:19 Exploring Tax-Effective Investments
LINKS MENTIONED
💰 Use SHARESIGHT to track your shares - www.sharesight.com/moneywithdan/
(BONUS When you signup using this link, the first 4 months of subscription are free if you choose to upgrade to advanced plan and I may get a small my commission at no extra cost to you, so we both win!)
💰 The Excel Template that I use to track my taxes can also be purchased at my online store here: www.etsy.com/au/shop/MoneyWit...
💰 Capital Gains Tax (CGT) on Shares and ETFs for Beginners | Australia 2022 Tax Return • Capital Gains Tax (CGT...
💰 PAYG Withholding Variation for beginners • PAYG Withholding Varia...
💰 Get Microsoft Excel here: click.linksynergy.com/deeplin...
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✔️ How to Enter ETF Tax Statement in MyGov Tax Return with no Pre Fill | 2022 Australian Tax Return • How to Enter ETF Tax S...
✔️ Why my 2022 Australian TAX REFUND was higher than normal 💰💰😄 • Why my 2022 Australian...
✔️ Higher WORK FROM HOME deduction in your 2022 Australian Tax Return • Video
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✔️ How to track expenses for TAXES automatically | less Excel data entry work for SMALL BUSINESS • How to Track Expenses ...
ATO LINKS
🔗 MyGov help login.my.gov.au/mygov/content...
🔗 Work from Home Expenses instructions and COVID-19: www.ato.gov.au/general/covid-...
🔗 Carry forward unused concessional contributions www.ato.gov.au/individuals/su...
🔗 Claiming deductions for personal super contributions www.ato.gov.au/individuals/su...
DISCLAIMER: it is important to note that the information in this video is for general information and entertainment purposes only and is not a replacement for professional advice. Money with Dan is not a financial advisor. You should consider seeking independent legal, financial, taxation or other advice to check how the information in this video relates to your unique circumstances.
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