Our EOFY Tax Checklist | Sharesight

We've reached the end of financial year and everyone's minds turn to tax.

In this episode we've summarised our 7-step EOFY checklist.

We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.

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Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.

Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.

• Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
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• Read our free ETF Investing Handbook
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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