Financial Planning

30 June 2021 Super & Tax Planning

By June 22, 2021 No Comments

If you could be a fly on the wall listening in on a client strategy meeting, what would you hear?

Tim, Brett and Damian share the latest strategies and themes addressed at their client meetings and list out what you need to consider actioning before 30 June 2021.

Idea’s include:

  • Super contributions
  • SMSFs
  • Home downsizer provisions
  • Tax structures
  • Timing considerations – act now or act later?
  • Employee Share Purchase Plans/Incentive programs
  • Tax benefits
  • Pensions
  • CGT loss harvesting
  • What needs to be done before and after 30 June 2021
  • Impact of proposed changes from the Budget?