Month: May 2023
Monthly Musings
In this edition we will observe the market movements for the month, launch a brand new episode of our short video series “3 Minute Tech” titled “Debt Recycling”, provide some insight in Focal Point covering an End of Financial Year Checklist, provide a great insight into our senior Private Wealth Adviser, Matt Reece and, suggest another book that might be worth a read.
End of Financial Year Checklist 2023
The End of Financial Year (EOFY) is once again fast approaching – providing an opportunity to review your position ahead of the new year to come. Given the inevitable June end rush, as well as processing and cut-off times, we believe it prudent to consider important actions in advance of deadlines. The following is an outline of key planning strategies that may require review. However, this may not cover all of your EOFY planning requirements – where appropriate please consult with your accountant or licenced tax adviser.