SMSF and EOFY

Get your SMSF ready for 30 June

June 1, 2022
With the end of the financial year (EOFY) just around the corner, it’s important to ensure your SMSF meets its compliance obligations. The rules around SMSFs are strict and if you don’t do things the right way, your fund could end up paying extra tax. Here’s some key tasks trustees need to complete prior to…
EOFY

A super end to the financial year

June 1, 2022
As the end of the financial year approaches, now is a good time to check your super and see what you could do to boost your retirement nest egg. What’s more, you could potentially reduce your tax bill at the same time. There are a handful of positive changes to super due to start next…

Avoid the rush: Get ready for June 30

March 1, 2022
It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re on track for the upcoming…
Gold Coast Financial Planners

The Rich Life Vol 46

June 1, 2021
It’s June which means winter has officially arrived. As we rug up and spend more time indoors,…
Gold Coast Financial Planners

EOFY 2021

May 14, 2021
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. MLC have put together five smart strategies that may benefit you now and help boost your…
Financial planning, gold coast, hugh robertson

Time for an annual tune-up?

July 2, 2019
We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. It follows then that we should take the same approach to other areas of our lives. From our goals, to…

Cruising through the finish line

May 27, 2019
Tax tips for EOFY The end of financial year can sometimes feel like a race to the finish. To help you cruise through the finish line come June 30, we’ve prepared a handy list of tips for both businesses and individuals. Small business tips Pay expenses, delay income In most cases, it can be prudent…

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