Franking credits, CGT discounts and what is deductible? Charlie Viola answers your tax questions

Charlie Viola is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s personally responsible for over $1.5 billion of funds under management. Charlie has been recognised by Barrons as the #1 adviser in Australia in their 2018 Adviser Rankings, #4 in 2019.

For this episode we reached out to the Equity Mates community in our Facebook discussion group and asked for your questions when it comes to tax time, and Charlie has kindly agreed to come and help us out. Our working title for the episode was 'Make Bryce excited about tax!', did we succeed? If you want to let Alec or Bryce know what you think of an episode, contact them here. 

Some of our favourite resources and offers to help you during your journey:

• $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen
• Track your investment portfolio with Sharesight.
• Get a free stock when you sign-up to Stake, using the code EQUITYMATES
• Get exclusive access to our favourite data and insights platform, TIKR
• Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-up
• Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx
• Get free trades if you plan to use the broker SelfWealth

 Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.

*****

Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.

Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.

For more information head to our Disclaimer Page, where you can find resources to search for a...

Hosted on Acast. See acast.com/privacy for more information.