Investor Webcast Series
Actions You Need to Take Before the End of the Financial Year

With the end of financial year only days away, now is the time to ensure you’re maximising your returns. Brian Ashenden, Head of Financial literacy from BT Financial Group, joins Peter Switzer to outline the essential actions you need to check off before June 30. Whether it be by making additional contributions and claiming a tax deduction, checking whether you have paid yourself enough pension, getting the government to cough up a co-contribution or claiming that tax deduction for your fund, these steps will help you to get the most out of the system.

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This material has been issued by Switzer Financial Group Pty Ltd ABN 24 112 294 649 AFSL 286 531 (Switzer) and provides general information and advice only. It has not been prepared having regard to your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation and needs. Past performance is not a reliable indicator of future performance

Switzer, its officers, employees and agents believe that the information in this material and the sources on which the information is based (which may be sourced from third parties) are correct as at June 2018. While every care has been taken in the preparation of this material, no warranty of accuracy or reliability is given and no responsibility for this material is accepted by Switzer, its officers, employees or agents.

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