It’s Bryce’s favourite time of year, tax time! As an investor, it can get confusing, particularly if this is your first financial year investing.

This episode is your Tax Time essential listen, covering everything you need to know as an investor. Including:

Capital gains tax (What it is, how it works and what to consider)
investing Income like dividends
Tax rule differences between asset classes
Common deductions for investors
ATO hotspots for 2025 (avoid getting caught on these mistakes the ATO have announced they’re watching!)

You’ll leave this episode with a better understanding of what you need to do this tax season and help you with ways to make the administrative burden lighter this financial year.

Thanks to Caitlyn, Julie, Simon and Roxanne for their questions this episode! If you have an investing question- Leave us a voicemail, and we'll answer it on the podcast!

Head to betashares.com.au/direct and make tax time smarter this year.

**Note this episode was updated on 27th of Jun with a correction on the calculation of capital losses and the capital gains discount.

Links Referenced:

🎧 Listen to: 2020 vs 2025: how our portfolios have changed

🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.

📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.

—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.

—------

Get Started 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.

Hosted on Acast. See acast.com/privacy for more information.

Everything you need to know about tax