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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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Get in touch with Bec here: Bec@primetimers.net

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Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram 

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

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Visit Bec’s website at epicretirement.com.au to learn more about her work. 

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