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The EOFY Checklist: With Financial Planner PAUL BENSON

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The End of Financial Year is just around the corner, so I catch up with Financial Planner Paul Benson to find out everything you need to know before June 30th. 

We discuss: 

  • The most common mistakes people make at this time of year, and how to avoid them
  • Catch up contributions
  • What property investors need to know 
  • How to maximise tax savings 
  • Super contributions
  • Explaining the stage three tax cuts  
  • Concessional caps
  • The bring forward rule
  • Changes & updates that people need to be aware of before the financial year closes

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