With the end of financial year fast approaching, now is the time to get all your finances in order.
The end of a financial year is the perfect time to get your finances in order and ensure you get the best possible tax return, so read on to find out how to survive the end of the financial year and make the most of your situation. Click on the links below for specific tips in regards to:
- Your superannuation
- Your debt and loans
- Tips for business owners or individuals to bring forward tax refunds
Of course if you wish to discuss any of the specific issues affecting you in greater detail or any other matter, including the proposed budget changes, then please contact us or arrange a time call to arrange a time for a meeting on 03 9846 1099 or click on the link below to arrange a no obligation face to face meeting.
What you need to know
This letter contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. If you decide to purchase or vary a financial product, your financial adviser, Charter Financial Planning and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Please contact us if you want more information.