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  1. DaleGG

    Claiming Costs associated with Investing

    Reply: 3.1.2.1 From: Dale Gatherum-Goss Hi Actually, the initial financial planner's fee is not tax deductible in one go, but, written off over the life of the investment. The tax office sees this as a cost of buying an investment and not of holding that investment. That's a distinction...
  2. DaleGG

    Claiming Costs associated with Investing

    Reply: 2.1.2.1.1.1.1 From: Dale Gatherum-Goss HI Lan Kilsyth is in the outer eastern suburbs too. We're near Montrose. Lilydale, Croydon and Bayswater. Dale
  3. DaleGG

    Claiming Costs associated with Investing

    Reply: 2.1.2.1.1 From: Dale Gatherum-Goss Hi I'm in Melbourne. I invest and I'm always keen to learn more to help me, my children and my clients. Dale
  4. DaleGG

    Claiming Costs associated with Investing

    Reply: 2.1.2 From: Dale Gatherum-Goss Hi Actually, that ruling is not tax law. It is merely the ATO's position on the subject. This means that you can ignore it if you believe that the tax office are wrong and have enough gumption to fight the issue - if it ever arises. Having said that...
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