Preparation for June 30

Sitting with phone in hand

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Preparation for June 30

Hi everyone, Sam here.

With only 8 weeks until end of financial year, it is a great time to start considering how to get the most out of your money.

Identifying the right strategies can often be put in the too-hard basket, but with a little bit of planning, you can minimise the tax you pay.

Here is a handy little PDFthat shares tax tips and super strategies to help you prepare for the end of the financial year.

It’s simple, effective, and uses understandable language. Check it out and see what you think.

And don’t worry. If we already have an end of financial year plan, I will be reaching out to you in the coming weeks.

If we don’t have a plan, and you find this time of year overwhelming, you can always come to me for help. That’s what I’m here for.

What I can help you with:

  • Simplify your end of financial year preparations.
  • Recommend strategies to help you minimise tax and maximise your super.
  • Create a financial plan and work with you to meet your financial and lifestyle goals.

Success is where preparation and opportunity meet.

— Sam

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