In this episode let’s take a deep dive into the world of share dividends. We will explain dividends, franking credits and reinvestment programs including DRPs and bonus share plans.
We covered the 4 tax zones and cost base calculations in Episode 15 and I recommend you listen to that first if you haven’t already because this episode will build on those concepts
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Show Notes
Today’s guest is Conaill Keniry from What If Advice. Conaill is a financial advisor who helps clients invest for the future, reduce financial stress and take control of their money.
In this episode we discuss:
- Dividends
- Franking Credits
- Foreign Dividends
- DRPs, Bonus Share Plans and DSPPs
- Listener Questions
Useful Links
Franking Credit 45 day holding rule
https://www.ato.gov.au/Forms/You-and-your-shares-2019/?page=10
Foreign Investment Offset Limit
https://www.ato.gov.au/uploadedFiles/Content/IND/Downloads/Foreign-Income.pdf
ATO LICsBonus Share Plans
https://assets.afi.com.au/documents/132138DSSP_Tax_Ruling-4.pdf
AFIC DSSP
https://www.afi.com.au/shareholders
Whitefield bonus share plan
https://www.whitefield.com.au/shareholder-info/bonus-share-plan
Today’s Guest
Conaill Keniry
Contact
What If Advice
YouTube
https://www.youtube.com/whatifadvice
