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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Important information
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.

Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. 

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Switzer has commercial arrangements in place with BT Financial Group, a division of Westpac Banking Corporation (Australia) Limited ABN 33 007 457 141 AFSL & Australian Credit Licence 233714 (BT) in relation to the BT range of products. All views expressed in this document are those of Switzer. BT does not accept any responsibility or liability for the views, opinion or content of this material unless otherwise specified. BT does not pay any commissions or remuneration in relation to its products. 

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