“When it comes to things like… tracking capital gains tax and tax liabilities, you have ShareSite, you have Novexa… can be really helpful”
MI
Matt Ingram
Equity Mates Investing Podcast ·
Hugh Robertson · The Money Puzzle · Special Episode : Listener questions answered
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take a bit of profit off the table even if capital gains tax applies
“When it comes to things like… tracking capital gains tax and tax liabilities, you have ShareSite, you have Novexa… can be really helpful”
“The primary residence is capital gains tax free and the downsizer provisions are an excellent way to boost your super.”
“That's where you generally want your high growth potential, but tax efficient. So maybe if you own any stock index funds, things of that nature to benefit from the long-term capital gains. Tax deferred accounts, that's usually less tax efficient, but maybe lower return potential”
“The benefit of that is the child is always the beneficial owner of the shares… you should get away with no capital gains tax on that transfer”
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