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Jacob Fenech

πŸ‘€ Speaker
958 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

In the share market, that's called gearing.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL,

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

You can learn more about the WealthBuilder range of ETFs at the BetaShares website.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

And don't forget to read the PDS and TMD to decide if it's right for you.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

BetaShares Capital Limited is the issuer.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

Here's something worth knowing if you've been meaning to make the switch to a better broker.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

To celebrate their fifth birthday, Perla are offering three free trades a month for five months if you transfer your portfolio across with a minimum of $1,000.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

For anyone investing regularly, that's meaningful savings on brokerage that can stay invested instead.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

Perla is chess-sponsored, built specifically for long-term investors, and now has over $3 billion invested on the platform.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

If you've been with a platform that doesn't quite fit your strategy anymore, it might be time to take a look.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

You'll find all of the details at perla.com slash LP slash Rask.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

That's perla.com slash LP slash Rask.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

Thanks for tuning in to today's podcast.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

Please remember that all of the information in this podcast episode is limited to general information only.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

That means the information is not specific to you, your needs, goals, or objectives.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

So you should seek the advice of a licensed and trusted financial professional before acting on the information.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

And before you acquire or apply for a financial product, please read the PDS or product disclosure statement, which should be available on the issuer's website.

Australian Finance Podcast
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)

Lastly, please keep in mind that past performance is not indicative of future performance.