11th August 2022

#242 How to invest tax-smart in the new financial year

This episode is a recording of a live event I did on How to invest tax-smart for the new financial year. I talked about the best time for planning your tax. It should be the 1st of July and not the 30th of June.

I go through my tax hacks and strategies to set yourself up for success in this financial year so that you can be in a better position when submitting next year’s tax return.

This episode is perfect for anyone who wants to understand the key tax strategies when investing in different types of investments, fundamental considerations in choosing the right investments, and understanding the tax entities and how they can benefit you.

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Sam Anderson

04:30 19 Sep 19

Earlier this month Ben and Ray came to our GSK, Ermington site to present about Financial Wellbeing. As the Health and Wellbeing Specialist I decided to reach out to Ben because financial wellbeing is such an important part of our wholistic health and I knew that he would do a fantastic job communicating that to our teams! I was not wrong. Ben presented simple and clear steps that anyone, at any stage of life, could take on and make positive financial change. The feedback was outstanding and I have no doubt that everyone in that room (which was about 80 people, over three different shifts, thanks for the 6am start Ben!) walked away with a nugget of knowledge that would help them financially. Thanks Ben and Ray!

Michael Back

06:41 13 Jul 19

Having met with hundreds of Financial Advisers during my 11 years in the industry, I can honestly say I haven’t met one who values education more than Ben Nash. He has built his business by building the knowledge of others, living by the adage of ‘give a person a fish and they’ll eat for a day; teach a person to fish and they’ll eat for a lifetime’.Ben’s Mum was a primary school teacher and I believe this goes a long way to explaining his intent focus on learning and growth. Far from just ‘talking the talk’ when it comes to the value of education, Ben truly ‘walks the walk’. During my three years as one of his business coaches, I have witnessed him:- Spend numerous hours educating each of his clients to ensure they have complete clarity and confidence in their financial plan- Write dozens of educational blogs and eBooks to help people deepen their understanding about money- Speak at monthly educational events for the general public, helping them improve their knowledge around a range of money topics- Donate his time to do the same within various community groups and organisations- Release his Amazon best-selling book ‘Get Unstuck’, to great critical acclaimBut far from just completing these activities, it is the quality of this content which is most impressive. Ben has a no-nonsense and simple way of communicating which ‘meets people where they’re at’, helping them to enjoy their learning process. Ben isn’t just an ‘ideas cannon’, he provides practical insights along with step by step process meaning that ideas are both understood and implemented. Ben’s knowledge becomes people’s power, as he helps both clients and non-clients to be more confident in making better financial decisions in their life and taking definitive action. In my eyes, this is the sign of a high quality educator. Ben’s true belief in the power of education is also evidenced by the amount of time and money he invests in his own coaching, courses and general educational. He practices what he preaches, ensuring his ‘tools get sharper and sharper’ so he can continually find more ways to be of service to his clients and the community at large.It is rare that an adviser creates a legacy of helping people outside their client base, but Ben’s focus on widely sharing his deep knowledge has allowed him to truly impact thousands of lives across Australia. Perhaps this will go down as one of his greatest life achievements, and it is for this reason that I have no hesitation in recommending Ben and Pivot Wealth.

Walta Kazzi

22:56 04 Jul 19

I recently came across Ben Nash on LinkedIn and was impressed with his approach and vision to teach others on the subject of financial freedom and creating wealth.So I invited Ben and his team to come into our office and share some finance advice with our team which consist of mostly Gen X/Y. The team loved the session and they got so much out of it. Ben was engaging and delivered a high quality presentation with simple and practical tips on how to grow your wealth, manage your finances and be in control of your money.If you’re a leader in a business, I would highly recommend this. Empower your staff with financial education and setting personal goals. They will be far more driven to produce your business objectives which will benefit your company and helps them grow their wealth or for some, get rid of the stress which comes from financial hardship. It’s a win/win !!

Samuel Laming

12:26 04 Jul 19

I attended a workshop about “investing like a pro” run by Ben Nash from Pivot and found it to be really informative and inspiring. The advice was easy to follow, yet detailed enough to give me and my partner a good understanding as to the various options available for us to build our wealth through sensibly investing our money in the right way. I would certainly recommend this to friends to help them utilize all the options available as a young person looking for sound financial planning for their future.

VelvetBlades

00:10 03 Jul 19

Went to a workshop presented by these guys. Was a good night. All the information was useful, relatable and not full of complicated industry jargon. They seemed nice and approachable. Plus they didnt go over board with pushing their services on us. Which was nice.

Joanna Turner

12:06 09 Apr 19

Went to Pivot's 'Invest Like A Pro' workshop this evening presented by Ben Nash. It was fantastic. I'm a complete beginner when it comes to investing - prior to the class it all seemed like some kind of voodoo; I actually now know specific things I can do to begin investing and specific dollar amounts. So glad I went. I highly recommend.