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

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