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Financial Planning

EOFY tips to maximise tax time benefits

With the end of financial year (EOFY) fast approaching on 30 June, now is the perfect time to ensure that you’re in a position to take advantage of tax-effective strategies and opportunities that you may benefit from.

This EOFY may look and feel a little different from the ones before. To help get you started, we have answered some frequently asked questions for individuals, businesses and self-managed superannuation funds (SMSFs).

If you need assistance with any aspect of your EOFY planning or reporting requirements, please feel free to contact us on (03) 9810 0700 so that we can discuss your particular circumstances in more detail.

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