money money money

823b tax time: back pay, 20% HELP debt cut, WFH deductions + more


Listen Later

It's everyone's favourite time of year - tax time! In this episode Glen and Erin Davis, chartered accountant and money coach, dig into *everything* from lodging returns to claiming WFH expenses. They touch on:


๐Ÿ‘‰๐Ÿพ back paid income

๐Ÿ‘‰๐Ÿฟ lodging late returns

๐Ÿ‘‰๐Ÿป key lodgement dates

๐Ÿ‘‰ teenagers and their income

๐Ÿ‘‰๐Ÿผ side hustle income and deductions

๐Ÿ‘‰๐Ÿฝ salary sacrifice and HELP debt

๐Ÿ‘‰๐Ÿพ the Division 293 super tax

๐Ÿ‘‰๐Ÿฟ claiming capital losses against future gains

๐Ÿ‘‰๐Ÿป selling CBA shares after 25 years

๐Ÿ‘‰ how long to wait for proper tax-related reporting

๐Ÿ‘‰๐Ÿผ moving from sole trader to a trust

๐Ÿ‘‰๐Ÿฝ how business income affects your personal income

๐Ÿ‘‰๐Ÿพ working from home deductions


Check out Erin's details here: https://www.erindavis.com.au/


Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11ai


money money money is proudly supported by Sphere Home Loans and Skye Wealth.

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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money money moneyBy Glen James

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