Start now with your tax planning

tax break

June 30 will soon be here… let us help you get the most out of the upcoming months.

Over recent weeks we sent a series of emails, together with a brief video explanation outlining how you can save $, and at the same time grow your family’s wealth in a low-risk manner. It’s not too late to get started with tax planning. Preview each of the 3 key strategies and learn how our tax planning service works, at the links below;

You can also download our ‘Are you tax ready checklist’.  The purpose of the ‘Are you tax ready’ checklist is to highlight some year-end tax planning opportunities but you need to act quickly and we encourage you to schedule a meeting as soon as possible to assess your options.

Call our team of professionals on (03) 9744 7144.

General advice disclaimer – General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s