Let’s Maximise Your EOFY Benefits for 2025
Expert EOFY Tips from Rick Latimore and Chris Keating - Your Independent Financial Planners
As the end of the financial year (EOFY) creeps closer - It’ll be June before you know it - you might be thinking about tax returns, super contributions, and tax deductions. But here’s the secret: EOFY doesn’t have to be stressful! With a little forward planning, you can make the most of it. And that’s where Finspire’s Independent Financial Planners comes in. We support Newcastle, Lake Macquarie, Port Stephens, Hunter Region and beyond.
Why Plan NOW?
Tax Time Prep: Don’t leave it until the last minute. Tax planning can help you maximise deductions and minimise your tax liability.
Super Boost: Top up your super before the 30th of June to take advantage of potential tax savings and boost your retirement savings.
Investment Strategy: EOFY is a great time to review your investment portfolio. Are your investments working as hard as they could be? Let’s make sure they’re on track for maximum returns.
Why Finspire?
We’re locals, just like you, and we understand the unique needs of people living in Newcastle, Lake Macquarie, Port Stephens and the Hunter. Our team of expert Independent Financial Planners is ready to guide you through EOFY with tailored advice that suits your goals.
Get in touch with Finspire Advisers today and let’s start planning your financial success – before the EOFY rush!
This article is general and does not consider your personal financial circumstances so it may not be appropriate to you. If you would like advice specific to you, please let us know.
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