Monthly Archives: May 2015

Smart End of Financial Year Strategies 2014/15

With the end of the financial year approaching, it’s a great time to make smart decisions about your finances. Taking action before 30 June can open up more opportunities for you.

We know that there isn’t a one-size-fits-all solution to wealth management, so in the attached quick reference guide, we have outlined 12 tax-effective strategies that you could benefit from.

Financial Planit can help you find what strategies are right for you, so you can benefit now and also save for your retirement.

Check it out now!: Smart End of Financial Year strategies 2015