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Home Past News Articles End of Financial Year
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With the end of the financial year fast approaching, it's a great time to build and protect your wealth in a tax effective manner. But you'll have to take action before June 30 to benefit from the opportunites available this year. The flyer attached below outlines 12 strategies with tax advantages for this financial year.

To take advantage of these strategies, we'd need to review your circumstances and implement the appropriate strategies before 30 June so please do not hesitate to contact us to discuss the opportunites that may be available to you.

Attachments:
Download this file (Smart_Year_End.pdf)Smart_Year_End.pdf[12 End of Financial Year Strategies to Consider]546 Kb

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Last Updated on Friday, 01 July 2011 08:45  

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Date 22/2/2012
Trade 4,371.30
Change -0.80
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Newsflash

The government has extended pension drawdown relief to include the 2011-2012 financial year. This relief allows for a reduction of 25% of the minimum pension amount required. If you're currently drawing from an account based pension and would like to reduce this amount, please contact our office.