Gold Coast Financial Planners

The lead-up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year.

Our good friends at MLC have put together a plethora of useful End of Financial Year (EOFY) resources to help educate and arm you with all of the important ‘in the know’ things that can help you leading up to 30 June including five smart strategies that may benefit you now and help boost your super savings.

While strategies can be an effective way to grow your super, always remember the Government imposes strict annual limits on the amount you can contribute to your super each year. If you are unsure, we suggest speaking with your Financial Adviser.

So, before you make any additional contributions, make sure you know how much you’ve already added to your super account(s) during the financial year. Want to know how to track your super balances? Click here

  • Pension Refresh & Internal Account Transfers by 5pm
  • Payment Request Form (Benefit & Commutation Payments) by 5pm
  • Contributions by 2pm
  • New Applications (Accumulation & Pension) by 5pm

Just a reminder that each superannuation fund will have a certain cut-off before 30 June for contributions to be made (i.e. contribution must be received by 21 June to ensure it is counted for this financial year) so be sure to be wary of this when looking to make contributions for this financial year.

Centaur Financial Services Pty Ltd is a Corporate Authorised Representative (CAR) of Australian Advice Network Pty Ltd. ABN 13 602 917 297, Australian Financial Service Licence holder number 472901. The advisers of Centaur Financial Services Pty Ltd provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Australian Advice Network Pty Ltd. General Advice Warning: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.

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