Supercharge Your Share Portfolio

We love numbers, but we love navigating capital gains legislation even more (we’re a weird bunch). So when it comes to getting a lot more out of your share portfolio, you can rest assured you’re in good hands.

 

Tip 1: How STEPHAN PAID NO TAX WHEN HIS A2M SHARES SKYROCKETED

Any capital loss can be carried forward indefinitely, which can be offset against any future capital gain across any asset class.

 
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“All perfect, always helpful, very meticulous, outstanding attention to detail, fast and accurate.”

 

Tip 2: How Ruby secured a cgt discount

SMSFs enjoy a CGT discount of 1/3 discount if assets are held for longer than a year.

 
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Ruby’s thoughts on Tax Window: “All perfect, always helpful, very meticulous, outstanding attention to detail, fast and accurate.”

 

Tip 3: How matt diversified his portfolio

SMSFs can hold cryptocurrencies (e.g. Bitcoin, Litecoine tc), and even commercial properties!

 
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Ruby’s thoughts on Tax Window: “All perfect, always helpful, very meticulous, outstanding attention to detail, fast and accurate.”