Avoid ETF Tax Return Mistakes — Step-by-Step MyGov Guide (2025)

Описание: Avoid the most common ETF tax return mistakes Australians make — and learn exactly how to lodge your ETF tax statement in MyGov for 2025.

In this step-by-step guide, I’ll walk you through:
✅ How to read your ETF tax statement (BetaShares, Vanguard, VanEck)
✅ What the ATO pre-fill gets wrong — and why you shouldn’t rely on it
✅ Where to enter capital gains, franking credits, and foreign income
✅ How to avoid errors that could trigger an audit or delay your refund

📌 Need a checklist to follow along? Download the free 2025 ETF Tax Return Checklist here:
https://tools.moneywithdan.org/ETF-Ta...

LINKS MENTIONED

💰 Use SHARESIGHT to track your shares - https://tools.moneywithdan.org/Shares...

(BONUS When you signup using this link, the first 4 months of subscription are free if you choose to upgrade to advanced plan and I may get a small my commission at no extra cost to you, so we both win!)

TIMESTAMPS
0:00 – Intro & MyGov setup
1:12 – Understanding your ETF tax statement
2:20 – Entering values into MyGov
3:22 – Capital gains tax explained
5:30 – Part A vs Part B
5:47 – Cost base adjustments & Sharesight

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💰 Capital Gains Tax (CGT) on Shares and ETFs for Beginners | Australia 2022 Tax Return    • Capital Gains Tax (CGT) on Shares and ETFs...  

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ATO LINKS

🔗 MyGov help https://login.my.gov.au/mygov/content...

🔗 Work from Home Expenses instructions and COVID-19: https://www.ato.gov.au/general/covid-...

🔗 Carry forward unused concessional contributions https://www.ato.gov.au/individuals/su...

🔗 Claiming deductions for personal super contributions https://www.ato.gov.au/individuals/su...

DISCLAIMER: it is important to note that the information in this video is for general information and entertainment purposes only and is not a replacement for professional advice. Money with Dan is not a financial advisor. You should consider seeking independent legal, financial, taxation or other advice to check how the information in this video relates to your unique circumstances.

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