ETICA ACCOUNTING PTY LTD
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      • Xero Partner
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      • Etica Education
      • Archives
    • About Us
      • Melbourne Office
      • Sunshine Coast Office
      • About Us
      • Sustainability
    • Contact Us
ETICA ACCOUNTING PTY LTD
  • Home
  • Services
    • Bookkeeping
    • Accounting & Taxation
    • Advisory
    • Industries and Sectors
    • Xero Partner
  • Etica Education
    • Etica Education
    • Archives
  • About Us
    • Melbourne Office
    • Sunshine Coast Office
    • About Us
    • Sustainability
  • Contact Us

PERSONAL INVESTMENTS

Considering the Australian Taxation Office's recent discovery of errors in over 80% of randomly selected rental property tax returns, it becomes paramount to entrust your financial affairs to a competent accountant and bookkeeper. Although numerous methods and guidelines exist, we emphasise six key elements in the realm of investing, being Investment Protection; Structures; Sales; Locations; Deductions; and Estate Planning.

Investment Protection

If you've gone to the trouble of acquiring an investment, it's equally important to invest effort in safeguarding it. It's crucial to carefully consider the ownership structure of different investments to ensure their protection. By strategically placing investments away from areas of high risk, you can enhance their security.

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Investment Structures

Diverse investment types necessitate varying structural approaches for income tax and Capital Gains Tax liabilities upon sale. Proper structuring not only optimises tax considerations but also provides flexibility for both divesting investments and leveraging them as collateral.

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Investment Sales

 While you may have a grasp of the specific investment purchase and sale particulars, it's equally crucial to account for all other variables when calculating Capital Gains Tax. Numerous factors come into play to help you minimise your tax liability. This encompasses a thorough understanding of the main residence exemption and the requirement to hold eligible assets for at least 12 months to qualify for the 50% capital gains tax discount for individuals. 

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Investment Locations

As an Australian resident, it's essential to disclose income and gains derived from overseas investments. In cases where you've already paid taxes in foreign jurisdictions, you may qualify for a foreign income tax credit.

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Investment Deductions

When it comes to earning investment income, you have the opportunity to claim tax deductions for various related expenses. These deductions encompass a range of costs, such as account fees, interest on borrowings, management fees, and even subscription expenses for research services. It's wise to explore other potential deductions with your accountant that might have been overlooked to optimise your tax benefits.

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Estate Planning

We have the expertise to assist you in structuring your assets to ensure the smoothest and most tax-efficient transfer to your beneficiaries, minimizing the taxes and obligations incurred.

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INDUSTRIES & SECTORS

Copyright © 2021 - 2025 Etica Accounting Pty Ltd - All Rights Reserved.

 Liability is limited by a scheme approved under Professional Standards Legislation. 

Updated 26 March 2025

  • Bookkeeping
  • Accounting & Taxation
  • Advisory
  • Industries and Sectors
  • Etica Education
  • About Us
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