End Of Financial Year Countdown - Act Before 30 June
Restructure Before It’s Too Late
I’m currently spending some time reflecting on the implications of the recent budget and one thing stands out very clearly:
Most people will leave their tax planning far too late.
Every year I see taxpayers waiting until July before asking what they could have done before 30 June.
By then, the opportunity has often passed.
For business owners, professionals, investors and SMSF trustees, June presents a unique planning window.
Particularly in relation to:
• SMSF contribution strategies
• Tax restructuring opportunities
• Family wealth protection planning
• Timing of deductions and liabilities
Video: https://youtube.com/shorts/Y5vrm_m8jVg
In a changing tax environment, proactive planning can make a significant difference.
The key is acting before the end of the financial year.
Not after it.
If you’re reviewing your EOFY strategy, now is the time.
Grant Abbott
Your client's situation
Whether and how this fits your situation is a conversation with Grant.
Ask the free strategist the what and the why, then book a private session to work through the how.