The EOFY Checklist: With Financial Planner PAUL BENSON

The End of Financial Year is just around the corner, so I catch up with Financial Planner Paul Benson to find out everything you need to know before June 30th. 

We discuss: 

• The most common mistakes people make at this time of year, and how to avoid them
• Catch up contributions
• What property investors need to know 
• How to maximise tax savings 
• Super contributions
• Explaining the stage three tax cuts  
• Concessional caps
• The bring forward rule
• Changes & updates that people need to be aware of before the financial year closes

Follow us on social media and via email

Get in touch with Bec here: Bec@primetimers.net

You can find the podcast: 

@Primetimepod on Instagram

@Primetime_podcast on Facebook

Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates. 

Or follow and learn more about Bec Wilson

@becwilsonepic on Facebook

@epicretirement on Instagram 

Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here

Nearing retirement? 

Join the Retirement Dreaming: Epic Retirement Facebook Group

Sign up for the Epic Retirement weekly newsletter at epicretirement.net 

Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here

Visit Bec’s website at epicretirement.com.au to learn more about her work. 

See omnystudio.com/listener for privacy information.