Monthly Musings

In this “Monthly Musings” for the month of April we will provide a Market & Economic Conditions Update, release a brand new episode of our short video series 3 Minute Tech titled “What happens to your super on death?“, with June 30 approaching, provide an important insight in our Focal Point section with an “End of Financial Year Checklist“, and showcase a brand new episode of our “Finding the Front” podcast: the Founder, MD & CEO of leading marine solutions provider Bhagwan Marine, Loui Kannikoski. After leaving school at age 14, Loui began his career working in the family crayfishing business in Geraldton, taking over the business in the mid-1980s. In the late 90s, Loui and his family decided to change tack and shift out of crayfishing and enter the oil and gas industry as a service provider. Well the rest as they say is history.

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 EOFY planning requirements – please contact your adviser if you have a query as they can assist by way of facilitation with other advisers (such as your accountant).