EOFY Planning – Part 2

In the last edition of Two Minutes on Tuesday, we looked at getting your superanuuation ready for June 30.  If you missed it, please click here.
In Part 2 of our End Of Financial Year planning special, we explore what else you need to consider includng insurance, finance & health insurance advice.  We explore the following strategies:

  • Prepaying your private health insurance;
  • Purchasing death & TPD insurance tax effectively;
  • Prepaying income protection insurance;
  • Prepaying loan interest; and
  • Offseting a capital gain.

Please click here to read the full article and if you would like to discuss any of these strategies and how they can be applied to your personal situation, please contact JBS on 8677 0688 or strategies@jbsfinancial.com.au.

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One thought on “EOFY Planning – Part 2”

  1. Prepaying my Private Health Insurance to retain the 30% rebate is an excellent idea.

    Thanks for the information.

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