You’ve started your investing journey (yay!), but you’re oblivious about how your portfolio is going to be taxed during this financial year (boo!). 

If this year’s budget convos about Capital Gains Tax (CGT) have you sweating, strap in for a deliciously informative Deep Dive.

In this episode, Victoria and Jess discuss how shares and ETFs are taxed, explaining the difference between dividends, distributions and franking credits, plus how to offset your earnings or your income when completing your tax return.

Learn how to make the most of your investing platforms, why it pays to play the long game, and when to hand things over to a professional (read: your accountant). Soon you too will have a clear understanding of how each asset class is taxed, and why sticking it out is smarter than you think.

This episode is brought to you by our friends at Sharesies. Visit Sharesies.com.au to learn how to kick off (or supercharge) your investing journey.

INVESTING CHEAT SHEET: You heard me. Download our Investing Cheat Sheet and kick off the new FY, flying.

START INVESTING: Not yet begun your investment journey? Check out this episode on how to start. 

New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. 

Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements (nartarshabamblett.com.au)

The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708,  AFSL - 4451289

You&rsquo;ve started your investing journey (yay!), but you&rsquo;re oblivious about how your portfolio is going to be taxed during this financial year (boo!).&nbsp;
If this year&rsquo;s budget convos about Capital Gains Tax (CGT) have you sweating, strap in for a deliciously informative Deep Dive.
In this episode, Victoria and Jess discuss how shares and ETFs are taxed, explaining the difference between dividends, distributions and franking credits, plus how to offset your earnings or your income when completing your tax return.
Learn how to make the most of your investing platforms, why it pays to play the long game, and when to hand things over to a professional (read: your accountant). Soon you too will have a clear understanding of how each asset class is taxed, and why sticking it out is smarter than you think.
This episode is brought to you by our friends at Sharesies. Visit <a href="https://sharesies.com.au/">Sharesies.com.au</a> to learn how to kick off (or supercharge) your investing journey.
INVESTING CHEAT SHEET: You heard me. <a href="https://www.shesonthemoney.com/download-resources">Download our Investing Cheat Sheet</a> and kick off the new FY, flying.
START INVESTING: Not yet begun your investment journey? <a href="https://youtu.be/Dsk75W7XVl4">Check out this episode</a> on how to start.&nbsp;
New here? Follow us on Instagram (<a href="https://www.instagram.com/shesonthemoneyaus/">@shesonthemoneyaus</a>) for Q&amp;As, bite-sized advice, daily money inspo... and relatable money memes that just get you.&nbsp;
Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements (<a href="https://www.nartarshabamblett.com.au/">nartarshabamblett.com.au</a>)
The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708,&nbsp; AFSL - 4451289

Australia’s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and yes actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt all without giving up their morning latte. From Deep Dives into the topics you care about, to pervy looks at real life Money Diaries or cheeky Friday Drinks money talk with the girls, Victoria and her team make finance feel like your group chat, just way better for your bank balance. 

It's honest, relatable and non-judgmental talk about personal finance, investing, real estate, career and business... with a big dose of fun.  

Australia&rsquo;s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and yes actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt all without giving up their morning latte. From Deep Dives into the topics you care about, to pervy looks at real life Money Diaries or cheeky Friday Drinks money talk with the girls, Victoria and her team make finance feel like your group chat, just way better for your bank balance.&nbsp;
It's honest, relatable and non-judgmental talk about personal finance, investing, real estate, career and business... with a big dose of fun.&nbsp;&nbsp;

Empowering you to take control of your finances, one relatable, brunch-worthy chat at a time.

She's On The Money

Australia’s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and yes actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt all without giving up their morning latte. From Deep Dives into the topics you care about, to pervy looks at real-life Money Diaries or cheeky Friday Drinks money talk with the girls, Victoria and her team make finance feel like your group chat, just way better for your bank balance. 

It's honest, relatable and non-judgmental talk about personal finance, investing, real estate, career and business... with a big dose of fun.

Australia&rsquo;s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and yes actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt all without giving up their morning latte. From Deep Dives into the topics you care about, to pervy looks at real-life Money Diaries or cheeky Friday Drinks money talk with the girls, Victoria and her team make finance feel like your group chat, just way better for your bank balance.&nbsp;
It's honest, relatable and non-judgmental talk about personal finance, investing, real estate, career and business... with a big dose of fun.

EOFY Tax Hacks For Your Share Portfolio

https://api.omny.fm/orgs/fa326977-3de5-4283-9b8b-af3500c58607/clips/f457689c-39c1-44ed-b1c6-b46000627c98/transcript