Easily slash CGT in half: The basic but too often-ignored method for legally slashing capital gains tax obligations by 50%
The expensive ‘sell’ lie exposed: Most investors think there’s only one way to sell shares for tax purposes — and pay far too much tax as a consequence. We show you the four powerful alternatives.
How smart investors turn loss into profit: Selling at a loss one year can save you vast amounts in tax the next — but only if you know the rules and how to exploit them.
The single mistake costing investors thousands: The bigger your portfolio grows, the bigger the risk you trip up at tax time — IF you fall for ‘the biggest mistake’.
A $58,750 saving case study: See what’s possible when investors correct the tax reporting mistakes most people make.
The 5-point CGT strategy: Legally bend the capital gains tax rules in your favor — without a lawyer, dodgy accountant or an offshore trust.
We’re able to provide this in-depth tax savings guide because we help thousands of investors handle their investment taxes every year.
Our tax reporting platform serves family offices, wealth managers, accountants and advisors to track tens of millions of transactions for investment performance analysis and tax reporting services.
This gives us a true behind-the-scenes view of how the top investors manage their money and save on their taxes.
To serve these clients, we’ve had to study the intricacies of investment tax-law more than most accountants, which is why we’re able to provide this guide for you today.