Our EOFY Tax Checklist | Sharesight

Equity Mates Investing Podcast · Jul 7, 2025 · 26m

We've reached the end of financial year and everyone's minds turn to tax.

In this episode we've summarised our 7-step EOFY checklist.

We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.

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Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.

Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates

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