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It is now just over a month until the end of this financial year – are your affairs all in order?
Is there anything you should be doing before the end of the financial year?
There are a few things you might like to check out, just to make sure don’t end up paying more tax than you need to and can get the most out of your super, retirement and investments.
* Your account balance at 1 July of the current year
For those in business, you should be meeting with your accountant and adviser to ensure your affairs are in order for the current year, and you are on a good footing for the next.
Seeking quality advice is always a good start to your planning.
Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.