It’s tax time again and this year we expect many investors, including 1st time investors, will have Shares and Crypto transactions to consider.

We recommend that you seek advice from your tax and wealth adviser on:

  1. How you are taxed,
  2. What steps if any can help you minimize your tax payable OR claim your tax losses,
  3. How to create an overall wealth plan.

You are welcome to discuss your specific situation and any concerns with our principal @ VJC , Adrian Chaudhary

Crypto:

Shares: The ATO has the following information it describes as “tips to get shares right this tax time”  – focus areas for shares

These will assist you but professional advice will always provide you with a broader understanding and greater peace of mind.

Other ATO links that may be of interest:

Contact us at @ VJC for assistance