If you are considering or presently trading in financial instruments you need to know the tax treatment of gains and losses in the various instruments.  The ATO has many rules that govern how you claim these losses and how gains are taxed. There is also  a mixture of what is traeted as normal income and losses and what is treated as capital gains and losses. 

 You therefore need to know how to structure your affairs effectively.

The structure that you trade in also influences the tax outcomes. You will be surprised at the options available.  We can tailor a specific structure for you that will make your nvesting programme as efficient as possible.

To qualify as a share harder for example is harder now with the current ATO policies.  You need to be aware of the effects that the tax treatments have on your cash flow with investments.  It also can influence when you buy and sell shares in line with your tax planning.

Other trading instruments such as CFD’s and   futures, have a different tax treatment.

Warrants have a combination of trestments depending on their structure.

As you can see, it is really imortant for you to understand what you are doing 

Call us on 9832 0900 and come and join us for a cuppa and a free  no obligation 30 min consultation to discuss your individual situation.