Ben De Rosa

speaker

357 appearances 1 recordings 1 series first heard Jun 2026 last heard 3 Jun

Ben De Rosa’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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money money money · your tax questions answered: what to do before 30 June · 3 Jun 2026 podcast

I would say you need to keep as much as you can and...

then give that to your accountant and but we can then sometimes we can go into the share registry we can see when it's come in and if for some reason we don't have that price we could then look that price up on the internet and then kind of work it back from there if it's in a like an ETF or a managed fund sometimes they work it out for you so if it's continued you know reinvested sometimes they do the calculations for you which can be really good but if it's just say like a

a blue chip share that's been reinvested.

You generally have to work it out yourself, but you can use the HIN number or some of the other numbers in the registries to kind of work it back from there.

But the more information you can give your accountant definitely gets you off on a good start.

It sounds, yeah, very basic and I wish all my clients were like you.

It would be great.

So feel free to bring your stuff across if it's all summarised.

But I think a lot of clients get to the matter of fact at the end and they've sold it.

So you'd be surprised.

There's so many clients.

They sell crypto, haven't got any track of any of the purchases and, yeah, we have to work it all out for them, which, yeah.

We normally ask the clients, we say, hey, this is what you've got to do.

You've got to go back and get this stuff to keep your fee down and stuff.

And if they don't want to do that, then we –

Tell them the bill.

Yeah, and a lot of clients, I mean, to be honest, a lot of accountants will just start doing the work and then you'll get a big bill at the end.

You won't even see it coming, but we try and get upfront costs.

It's gone up 200% this year.

Yeah, we try and as hard as it is, we try and, you know, avoid bill shock for clients, for our business clients, as well as our individuals as well.

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