Bi-monthly Newsletter – June 2016

With the end of this financial year fast approaching, the deadline for finding something that gives you a refund or benefit is Thursday June 30.

To see what benefits you may be missing out on check out our article below

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
Private Wealth Director