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Your EOFY Toolkit – Tax Return , How To’s and Super Strategies

By May 12, 2024July 24th, 2024No Comments
Finspective

About Finspective

At Finspective we help our customers by providing Mortgage Broking, Financial Advice & Accounting services for individuals & businesses under one roof.

May 12, 2024

Your Tax Toolkit

Whatever your situation may be, having the knowledge and the key facts in front of you is the first step toward improving your financial outcome. So we’ve put together a few documents to help you understand your options and hopefully make some savings along the way.

Check out these documents below.

For more information regarding EOFY tax strategies, visit the Personal or Business Accounting & Taxation Advice, page. If you have any further questions, click here to drop us a message.  We’d be happy to help!

2023/24 EOFY Super Strategies

It’s time to start thinking about your super for another year. We’ve put together five smart strategies that may benefit you now, and help boost your super.

Smart Super Strategies for this EOFY
Building your Wealth

EOFY How To’s

How to claim a deduction for contribution

How to track your total super balance

How to monitor carried forward concessional contributions

How to monitor the transfer balance account

How to access non-concessional contributions info on myGov

2023/2024 Super, Tax and other Facts

Government Co-contribution

Top-up your super with help from the Government

Catch-up Contributions

Topping up super with ‘catch-up’ contributions

Personal Contribution

Claim a tax deduction for your personal contributions to super

Split Contribution

Splitting contributions may enable you to build super with your spouse and reduce tax

Spouse Contributions

Contribute to your spouse’s super to receive a tax offset and build retirement savings

Salary Sacrifice

Contribute some of your pre-tax salary, wages or bonus into super

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

We are consistently updating our knowledge centre.

For more tips, ideas and inspiration on improving your financial outcome, enter your details below.