We've reached the end of financial year and everyone's minds turn to tax.
In this episode we've summarised our 7-step EOFY checklist.
We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.
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Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.
Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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