How Navexa makes tax time easy for Aussie investors - Navarre Trousselot
Navexa founder Navar Wainwright joins the podcast to unpack portfolio performance tracking, capital gains tax strategies, ETF trust structures, and why most investors are flying blind when it comes to understanding their real returns.
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Show Notes
In this Australian Investors Podcast episode, your host Owen Raszkiewicz chats with Navarre Trousselot, founder of Navexa, to discuss:
- Why performance tracking matters more than you think
- The origins of Navexa and its journey to become a full business
- How most investors get tax reporting totally wrong
- ETF and managed fund headaches – and how Navexa solves them
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Resources mentioned in this episode
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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