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Jacob Fenech

πŸ‘€ Speaker
958 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
10 expert tax rules & tips you should know

My absolute pleasure.

Australian Finance Podcast
10 expert tax rules & tips you should know

Just a quick note from me before we wrap up today's show.

Australian Finance Podcast
10 expert tax rules & tips you should know

Jacob discussed making personal super contributions and then claiming a tax deduction for that contribution.

Australian Finance Podcast
10 expert tax rules & tips you should know

To clarify, if you make a super contribution from your after-tax income, aka you transfer money directly from your bank account to your super fund, you may be able to claim a tax deduction for that.

Australian Finance Podcast
10 expert tax rules & tips you should know

However, before you claim a deduction for your contribution, you must give your superfund a notice of intent to claim form.

Australian Finance Podcast
10 expert tax rules & tips you should know

You can find this form by heading to the ATO website, asking your superfund or speaking to your accountant.

Australian Finance Podcast
10 expert tax rules & tips you should know

According to the ATO website, you may be able to make a claim for this tax deduction after the end of the tax year in which you made the contribution.

Australian Finance Podcast
10 expert tax rules & tips you should know

For example, up until you lodge your tax return or until the end of the next tax year.

Australian Finance Podcast
10 expert tax rules & tips you should know

In any case, make sure you understand the rules before claiming a deduction.

Australian Finance Podcast
10 expert tax rules & tips you should know

For example, make sure your super fund has sent you a written acknowledgement telling you they have received a valid notice before you claim the money in your tax return.

Australian Finance Podcast
10 expert tax rules & tips you should know

You can also join our online community by following the link in the description.

Australian Finance Podcast
10 expert tax rules & tips you should know

If you enjoyed the show, what we'd love is for you to leave us a snappy review on iTunes and you can follow us on Twitter and Instagram at Rask Australia.

Australian Finance Podcast
10 expert tax rules & tips you should know

Kate and I are also on both of those channels.

Australian Finance Podcast
10 expert tax rules & tips you should know

Finally, if you have any feedback, suggestions for episodes or guests to come on the show, or you just have a question for us, shoot us an email at podcast at rask.com.au.

Australian Finance Podcast
Tax time 2022: things to know (to get the best return)

Yeah, thanks for having me on.

Australian Finance Podcast
Tax time 2022: things to know (to get the best return)

I'm super pumped to be back.

Australian Finance Podcast
Tax time 2022: things to know (to get the best return)

Yeah, definitely.

Australian Finance Podcast
Tax time 2022: things to know (to get the best return)

Definitely.

Australian Finance Podcast
Tax time 2022: things to know (to get the best return)

So, I started off at PwC.

Australian Finance Podcast
Tax time 2022: things to know (to get the best return)

I am currently working for Vialto Partners, which is a relative recent spinoff from PwC.