EOFY Planning – Part 1
With the end of the financial year fast approaching, we are bringing you a two-part planning special to help ensure you are financially ready.
In Part 1, we look at making sure your super is ready for June 30, and include information on the following nine things for you to consider:
- Maximise concessional contributions
- Super is a partnership deal
- Sunset for in specie transfers
- Beat the cuts to co-contributions
- Make a spouse contribution
- Prepare for LISC
- Review (and study) salary sacrifice arrangements
- Review your pension
- Review your investment strategy
Click here to read the full article, and look out for Part 2 next week where we explore what else you need to consider for EOFY, including Insurance, Finance & Health Insurance advice.
If you would like to discuss any of these areas, please contact JBS on 8677 0688 or strategies@jbsfinancial.com.au.
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