Mid-Year Update.
My updated rearranged portfolio, an options trade for income, international tax accountant advice for this year, & a potential low-fee, low-deposit US bank account to open for non-US residents.
This article covers the following:
I realised some losses to moderate my tax liability in Australia.
The stocks I sold and am selling.
The stocks I bought (added a new position).
An executed basic option for income trade.
My tax plan for this year with some advice from an Australian international tax accountant.
A potential US bank to open an account with that offers low fees and deposit requirements for non-US residents - could be great for scaling out of the Australian system.
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I’ve always got to throw a bit of Buenos Aires life into these articles to soften the blow from what’s written below.