#466 How to invest tax smart in the new financial year episode artwork

EPISODE · Sep 4, 2025 · 1H 4M

#466 How to invest tax smart in the new financial year

from Mo Money

This episode of the Mo Money podcast is a recording of a live event I did on how to invest tax smart in the new financial year. We talk about the fact that while everyone's focusing on getting a few extra bucks back in their tax return, they're missing the much bigger opportunity to be smarter with tax when it comes to their investments, which is something that will often save you tens and even hundreds of thousands of dollars over time. We talk about how you should be thinking about this and the key issues that you need to be aware of to make sure that you cut your tax bill, not only this year, but into the years ahead.   Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links:  Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking  Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697  Ben's books: www.pivotwealth.com.au/books  More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney  YouTube: https://www.youtube.com/c/BenNashPivot  Facebook: https://www.facebook.com/pivotwealth/  Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth     Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

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