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The Astute Investor

Bi-monthly Newsletter - April 2012

With the end of the financial year just 9 weeks away, you may be considering a number of strategies to help reduce or save some of the tax you will pay this financial year.

However, there’s more to the end of financial year than simply rearranging finances to help reduce this year’s tax bill. The end of financial year provides a perfect opportunity to assess what you want to achieve over the short, medium and longer term and if your current financial plan has you on track to achieve these goals.

If you are interested in reviewing your current situation, or discussing appropriate end of year tax planning opportunities, please contact us today.

 

Kind Regards,

 

Lachlan Baker FIPA, FPA(aff), SA Fin, MAICD, JP, MBR of FBAA
Private Wealth Director

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