Does tax planning sound dodgy, or feel complicated?

In this episode of Money Talk, Real Talk, Trish and Suzanne pull back the curtains and show you what tax planning is really about, and why everyday Australians like you should be paying attention.

The truth is

- tax planning isn't about loopholes

- it's about understanding the system and making some smart decisions before the end of the financial year.

In this episode we cover:

- the difference between tax avoidance and tax planning

- simple strategies like super contributions and salary packaging

- why timing (especially before 30 June) matters a lot

- how to structure your income and assets with greater efficiency

- when you should consider getting an accountant involved.

but more importantly, we unpack the emotional side of tax

- the fear

- the avoidance

- the confusion

that keeps so many people from taking action

Enjoy x

Trish & Suzanne

Email: moneytalkrealtalkpod@gmail.com

Disclaimer:

The advice or information shared on this podcast is general and doesn't consider your personal circumstances. You should consider if the advice or information is appropriate for you before acting. Make sure you read any product disclosure statements and or target market determinations of any financial product you use or purchase and consider obtaining professional advice appropriate to your need. Trish Gregory, Authorised Representative number 1252041 is an Authorised Representative of Dirigere Advisory Pty Ltd trading as Intelligent Planning AFSL number 524371. Suzanne Alexander, while a former Financial Advisor, is now a Certified Money Coach (CMC®) and Mindset Mentor.