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Superannuation and other tax-related end of financial year considerations

As we approach the end of the 2020 financial year, amid the chaos of the coronavirus, it is important not to forget end-of-year tax planning. We have highlighted some superannuation and other tax-related issues we think are worth considering. If you have any questions, or you would like to explore opportunities in your own year-end superannuation and tax-related financial planning, please do not hesitate to contact us.  Superannuation-related Considerations: In addition to normal employer contributions, there are a number of ways to contribute to your super, and each way can have a different tax consequence. We have detailed below the … Read more

10 Tips for Getting Your Superannuation in Order Before End of Financial Year

Most people associate end of financial year (EOFY) with getting their taxation in order, when in fact there are many components relating to superannuation that are just as important to address at this time of year. Factors such as contributions, the repercussions of income thresholds, incentives, and tax offsets, and ensuring your beneficiaries are up to date, all come into play. We’ve put together some basic need-to-know information, and with EOFY vastly approaching, we recommend checking in with these factors now rather than at the final hour. Additional Superannuation Contributions If you intend on making additional contributions to your super … Read more

7 Things to Consider When Organising Your Tax Before End of Financial Year

There are a number of basic tax-related measures you can take to better position yourself in the lead up to end of financial year. Ensuring you are informed and have access to the right advice is critical for ensuring you properly leverage any tax opportunities available. Further, being organised well and truly beforehand is paramount. In other words, trying to get your receipts and expenses in order at the final hour is never an ideal situation for you or your tax accountant. There is a multitude of programs and apps available to help you maintain your records throughout the year … Read more

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