Important announcement:

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The US markets shift to T+1 settlement and the FX PDS update both take effect on Tuesday 28th May 2024.

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.