Luncheon – End of Financial Year Checklist 2021

Date: 21st May 2021
Time: 12:00pm - 2:00pm
Location: HLB Mann Judd Perth
RSVP Date: 14th May 2021

As the end of the financial year approaches, now is the time to consider taking advantage of a number of contribution caps changes to reduce your overall tax, maximise your income, and improve your overall financial planning position.

At this luncheon, HLB Wealth Partner Peter Speechley and HLB Mann Judd Business Advisory Services Partner Kirstin Stewart will cover various year-end strategies that will benefit individuals and small business owners, focusing on:

  • Concessional and non-concessional contributions
  • Pension Commencements
  • Superannuation
  • Managing capitals gains
  • Deferring taxable income
  • Government concessions
  • Year-end trust distributions
  • Financial Planning impacts of the May 11 Federal budget

The end of the financial year can be an important financial planning time for individuals and small business owners. Peter and Kirstin will provide you with information to enhance your understanding so that you are better armed when asking your HLB adviser for guidance.

A light lunch will be available.