What You Actually Need To Know Before June 30
In our industry everyone bangs on about the end of the financial year (which is nowhere near as exciting or celebratory as the end of the calendar year), but people are still confused about what they should actually be doing.
This year, to make it as easy as possible for you (and us), we’ve found an amazing downloadable guide with easy, actionable information all about tax tips and super strategies to help you prepare for the end of financial year.
Have a read through, and as always let us know if you want to discuss any of the above further. Please bear in mind that not all the strategies will be applicable to you, and always speak with your professionals before putting anything in place. If you want to meet with us and you aren’t already one of our wonderful clients, you can book directly in with Kristopher here.
You can reach us via email at hello@wealtheon.com.au or via phone on 1800 577 336. If you want a hand or to know what your current nominations are, just give us a shout!
Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.