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Showing Tag: "end of financial year" (Show all posts)

Your Guide to the End of Financial Year 2015

Posted by Naomi Rosenthal on Thursday, May 14, 2015, In : Financial Planning 

 

With the end of the financial year fast approaching, now is a good time to review your finances to ensure you have taken advantage of the opportunities available to you.

 

Below we have outlined some tips and strategies you may consider to help minimise tax and maximise your savings.

 

Are you self-employed?

You may be able to claim a tax deduction for up to $30,000 of personal super contributions.

If you are eligible, claiming a tax deduction for your personal superannuation contrib...


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three ways you can get more into your super fund this financial year

Posted by Naomi Rosenthal on Friday, June 14, 2013, In : Superannuation 

Personal Deductible Contributions

By making personal contributions to your super, you may be able to claim a tax deduction to reduce your tax liability.

What’s in it for me?

  •       Pay less tax by reducing your taxable income, while growing your retirement savings quicker.
  •       Retirees, self-employed persons and homemakers can build wealth more effectively.

Who can this strategy work for?

This strategy is most suitable if you:

  •       have a marginal tax rate above 19%
  •       want to redu...


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5 Hot Tips for End of Financial Year

Posted by Naomi Rosenthal on Wednesday, April 3, 2013, In : Financial Planning 
We’re in the last quarter of the financial year for 2012/13. Here are our top 5 tips to get your finances squared away before the end of the financial year.
 
Private Health Insurance Rebate
The government changed the rules on private health insurance rebate from 01 July 2012. You are now income tested on private health insurance premiums and payments to private health insurance are tested against three new income thresholds to determine if you are entitled to a rebate from the government.
This...
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5 Tasks To Do before 30 June 2012

Posted by Naomi Rosenthal on Thursday, June 21, 2012, In : Superannuation 

With only 9 days before the end of financial year, and 5 working days for processing, here are my top 5 tasks To Do before the year end. You may not get a chance to benefit from a few of these options again. Act now!
1. Co-Contribution
It won't be this good again. From 2012/13, the maximum co-contribution will drop to $500, cutting out at an income threshold of $46,920.
This is your last chance to receive up to $1,000 as a government co-contribution.
For the 2011/12 financial year, those with ‘...


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End of Year Financial Planning

Posted by Naomi Rosenthal on Thursday, April 12, 2012, In : Financial Planning 
To discuss your end of financial year planning with us, contact us on 02 9417 6011 today.

Here's a great checklist for your end of year financial plans. Deadline: 30 June 2012!

Superannuation
  • Firstly, check how much you've contributed to super so far this financial year. Don't get stung with excess contributions tax by putting in more than the caps.
    Concessional Contributions
    If you're under age 50, you can contribute up to $25,000 and if you're over age 50, you can contribute up to $50,000 i...

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Super Ideas to Boost your Retirement Savings (and Save Tax)

Posted by Naomi Rosenthal on Tuesday, May 17, 2011, In : Superannuation 

With the end of financial year just around the corner, there are many ways you can increase your retirement savings by implementing tax-effective super strategies.

How you can benefit

The end of financial year is a great time to think about how you can boost your super savings before 30 June, and get your financial affairs in order.

There are many strategies you can implement before the end of financial year to boost your retirement savings and achieve tax savings, such as taking advantag...


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