On the Bid is a Stockhead video series featuring a roundtable of experts discussing a new investment topic each week.
In this edition, host Oriel Morrison discusses tax time and planning for a successful financial year. Looking at investments, capitalising on the best strategies around leveraging profit and losses, and how recent developments like working from home and market volatility can influence your tax.
On the panel this week is Mark Wenzel, senior financial planner at the Hopkins Group.
Mark has worked as a financial adviser for nearly 20 years. Today his key services include Financial Planning, Personal Insurance, Mortgage Broking, Investment Advice, Retirement Income Management and Self Managed Superannuation Fund (SMSF) establishment and transfers.
The panel discuss a range of topics, including the most common questions on financial planning, market volatility, WFH personal tax deductions, housing market capital gains, offsetting gains with losses, SMSFs, Mark’s investing tips and more.
So click above to tune in!