EOFY Financial Planning Strategies

10 strategies to implement 

1. Be aware of Financial Support on offer
2. Check your Total Super balance
3. If you have a transition to retirement pension and have now met a condition of release, notify your pension fund
4. Make concessional contributions (tax deductible) 
5. Consider making a spouse contribution & obtain a tax saving
6. Consider an after tax contribution to receive the Governments co-contribution 
7. Review personal and family protection premiums
8. Consider making any planned donations before 30 June
9. Utilise the bring forward rules
10. If you are 65 or over, and planning to sell your home, consider a superannuation contribution

Ben Graham-Nellor
Smart Happy Money

Suite 1/18-20 Floriston Road, Boronia VIC 3155
Phone: 1300 592 539
Email: ben@smarthappymoney.com.au
Website: www.smarthappymoney.com.au

EOFY-Strategies.pdf (521kB)