Tax and your investments

Mins
When we make money off an investment, we will likely have to pay some tax. How much tax we have to pay impacts the investments’ ‘after-tax’ performance, or the ultimate financial benefit we receive from the investment. This module looks at the taxation of investment earnings and some considerations for improving after-tax returns; including:
  • Understanding who the underlying investor is
  • How investment losses are treated
  • Dividends and tax
  • The capital gains tax discount
  • Tax and managed investments
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