Webinar Video: The Tax Advantages of Owning ASX Shares

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Investment Strategies, Tax Advice and Strategies

Wilson Pateras presented a live Webinar outlining the Tax Advantages of Owning ASX Listed Shares.

Nicholas Pateras (Director of Wilson Pateras), Nick Street (Principal at Wilson Pateras) & Nilay Shah (SMSF Manager)  provided their insights and practical tips regarding the ownership of ASX Listed Shares on the recording above.

These panellists went through all the essential information, including strategies & advice that touched on the below points:
 

  • Negative Gearing a Share Portfolio
  • Supercharged Positive Cash flow Shares 
  • ASX Shares owned by a Self-Managed Superannuation Fund
  • Tax benefits of franking credits in SMSF
  • Capital Gains Tax Discount for Share held more than 12 months
  • Tax Planning with ASX Listed Shares before 30 June


If you have any questions or would like further information on the Tax Advantages of Owning ASX Listed Shares, please contact us on 03 8419 9800

Date: Thursday 23rd September, 11am
Panellists: Nicholas Pateras, Nick Street & Nilay Shah

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This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information. Liability limited by a scheme approved under Professional Standards Legislation.