• Upcoming event

As the financial year draws to a close, it's crucial to get your fiscal strategies in place. 

Join us for an informative session to unpack the intricacies of end-of-year financial planning. 

Our focus will be on two critical areas that can significantly impact your financial landscape: superannuation strategies and tax planning. We will also explore some of the key outcomes of the 2025 Federal Budget and what this means for your personal situation. 

Our industry experts will cover: 

Tax considerations 

  • Understanding the Stage 3 tax cut changes, and how they could impact you in the lead up to and beyond 30 June
  • Budget update

Super considerations

  • Concessional and non-concessional caps in 2024/25: confirmation of the new caps and how they will impact you
  • The transfer balance cap and how it interacts with contributions caps
  • Utilisation of unused concessional contributions
  • Case studies to illustrate how various smart strategies can optimise your financial position
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