Improve your finances with smart End of Financial Year strategies

With the end of the financial year fast approaching, it’s a great time to make smarter decisions about your finances.

This Smart EOFY strategies guide outlines a range of ways you can boost your super, plan for your retirement and protect your assets and in turn, your family. It looks at how you can:

make the most of the super contribution caps
make life insurance more tax-effective
manage capital gains tax on your investments
get the most from your tax refund or bonus.

Taking action before 30 June can open up more opportunities for you. If you have any questions please do not hesitate to call me 02 8920 2901.

Kind regards

Sharie

Your 60 day countdown to the end of the financial year

With the end of the financial year fast approaching, we’re commencing a 60 day countdown to assist you in getting your financial affairs organised and ready for the 30 June deadline ....


	Contact us
	Phone 02 8920 2901 Email Email Us

Share this article
Feedback

Sharie Kennedy-Wren, Holistic Financial Management Pty Ltd are Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.