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Tax for investors 101

Shared Lunch

This week’s  conversation asks common questions and 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?  

While Sharesies deducts tax on distributions in most cases, investors should have some awareness of their overall tax position. Find out more about Sharesies & Tax here

Brought to you by Sharesies, with BusinessDesk

Shared Lunch is hosted by BusinessDesk journalists including Frances Cook. 

Each week, we’ll alternate between an interview with a company leader and an industry deep dive.

Tune in on YouTube to watch or subscribe to the podcast on Spotify, Google Podcasts, or Apple Podcasts.

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 brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your circumstances, objectives, or needs. We do not provide recommendations and you should always read the disclosure documents available from the product's issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. 

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor.

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