Have you left your financial planning until the last minute? Go over this checklist with your accountant or financial planner as soon as possible. Some of these strategies apply every year, while others are specific to this year because of the changes in the tax rate, the end to the flood levy, and some changes to small business write offs in the next year.
Checklists for:
Personal / Family
Small Business Owner:
SMSF Trustee
Investment Property Landlord
See full article: http://myob.com.au/blog/end-of-financial-year-planning-checklists/#ixzz1ysA6ExvQ
I hope this guidance has been helpful and please take the time to comment. Feedback always appreciated.
Liam Shorte B.Bus SSA™ AdvDipFS AMC
Financial Planner & SMSF Specialist Advisor™
Tel: 02 8853 6833, Mobile: 0413 936 299
PO Box 6002 BHBC, Baulkham Hills NSW 2153
ABN 20 060 778 216 • AFSL No.232686
Liam Shorte is a partner in NextGen Wealth Solutions, Corporate Authorised Representative of Genesys Wealth Advisers Limited, Licence No 232686, Genesys Wealth Advisers Limited ABN 20 060 778 216.
Important information
The information in this article is provided for illustrative purposes only and does not take into consideration your personal circumstances. You are encouraged to seek financial advice suitable to your circumstances to avoid a decision that is not appropriate. Any reference to your actual circumstances is coincidental. Genesys and its representatives receive fees and brokerage from the provision of financial advice or placement of financial products.
