15 Tax and Investment Mistakes to Avoid for SMSF Direct Share Investors

The rise and rise of SMSFs continues. Direct share ownership is a very popular mode of investing for SMSF trustees.

That being said, there are investment and tax mistakes that are best avoided for all the obvious reasons.

By the end of the book, this is what you will know:
  • Investment strategy considerations
  • Thoughts on CGT: Capital Gains Tax
  • What is the “45 day rule”?
  • What is “Washing”?
  • Thoughts on Capital Losses
  • Asset Allocation pointers
  • A caution on thinly traded stocks
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This eBook does not substitute professional tailored financial advice. If you wish to meet with an adviser please Make an Appointment.

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15 Tax and Investment Mistakes to Avoid for SMSF Direct Share Investors

The rise and rise of SMSFs continues. Direct share ownership is a very popular mode of investing for SMSF trustees. That being said, there are investment and tax mistakes that are best avoided for all the obvious reasons.

Play the video to peek inside this eBook or simply fill in your details to receive your free copy instantly.