Tax for investors 101

Shared Lunch

Is tax something you dread or would rather avoid? We’ve got you covered.

We ask common questions and chat about what you need to know about your tax as a retail investor.

Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds.

Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax advice?

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

The tax comments in this podcast are general in nature and for educational purposes only. We recommend you confirm or seek tax advice on how the tax law applies to your situation.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

See omnystudio.com/listener for privacy information.