Why are financial planners so busy at EOFY? Part 5: Tax planning #shorts
Why are financial planners so busy at EOFY? Part 5: Tax planning. And actually doing something about it before 30 June. ⏰ If you sold a property this year, you may have a capital gain sitting there. But here is what most people do not realise: if you also hold investments at a loss, you can sell them before the year ends, lock in that loss, and offset your gain. Your tax bill goes down. Legally. That is what good financial planning looks like right now. 🔔 Subscribe for the full EOFY series from Angel Advisory. 📲 Ready to talk? Find us via the link below. angeladvisory.com.au #TaxPlanning #EOFY #FinancialPlanning #CapitalGainsTax #AngelAdvisory #EOFYTips #TaxStrategy #FinancialAdvisor #AustralianFinance #EndOfFinancialYear #TaxTips #WealthManagement
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