Security Notice

We’ve seen a rise in scams targeting our customers, including messages pretending to be from nabtrade, along with cases of compromised passwords and identity theft. To help keep your account secure, use unique, complex passwords and update them regularly. Remember: nabtrade will never send you a text message asking you to click a link. If you receive one, delete it and report it to us.

Tax and your investments – how to manage your tax affairs

It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.

It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.

NAB’s Chief Tax Officer Steve Southon explains in simple language:
 

  • The key taxes you need to consider when making an investment
  • What deductions are available to share investors (and others)
  • How to ensure you don’t fall foul of the ATO’s extensive data networks, and
  • The simplest ways to ensure you keep more of your investment earnings over time.