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EOFY tax time checklist – are you prepared?

EOFY tax time checklist – are you prepared

Written by James Weir

James specialises in the theory and best practice of portfolio construction and management. His success within national and international investment banks led him to become a Co-Founder of Steward Wealth and he is a regular columnist for the Australian Financial Review.
Financial Planning | Investments
May 8, 2014

As we head towards the End of the Financial Year (EOFY), our thoughts will turn to ‘tax time’ matters. If you’re like a lot of people, you probably won’t start reviewing your finances until after June 30th, potentially missing opportunities to reduce your tax while building your wealth. The best time to prepare for the end-of-year is now. To help you prepare we have identified a number of strategies you should consider prior to 30 June 2014 to assist with your taxation planning. A summary of these potential strategies is listed below.

This information is of a general nature only and nothing on this site should be taken as personal financial or investment advice, or a recommendation to buy or sell a particular product. You should also obtain a copy of and consider the Product Disclosure Statement before making any decision on a financial product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.

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