Month: May 2024
Monthly Musings
Here is our “Monthly Musings” for the month of April. In this edition we will observe the market movements for the month, showcase a brand new episode of our short video series “3 Minute Tech” where we discuss planning for the upcoming End of Financial Year, and present an overview in our Focal Point section that provides an End of Financial Year Checklist.
As always, we hope you enjoy.
End of Financial Year Checklist
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.