Ownership options

In by turtle1 Comment

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turtle

Hey guys great show, ive only started listening a few months back and have heard nearly every episode.
I am only new to investing and have just recently made my first few purchases on the ASX, 1 being a stock and another an ETF (both not doing great).

I am currently using commsec as my trading platform and the account is in both mine as well as my partners name, was just wondering your thoughts if we would be better off trading in our own individual names?? unsure as to how difficult it will be come tax time and what the pros and cons are regarding shared/ individual ownership??

look forward to hearing your thoughts.

TIA Dan

  • Edit
    EquityMates

    Hi Dan,

    Thanks for reaching out and happy New Year!

    Great question - we'll answer this on our first As Us Anything episode later this month!

    Talk soon.

    Bryce