Dear client
As we approach the end of the financial year (EoFY), it’s a natural time to review and consider how your broader financial plans are tracking.
EOFY can be a useful checkpoint to:
- Review superannuation contributions and limits
- Check income and cash‑flow needs for the year ahead
- Review progress toward your longer‑term goals Prepare for any changes that apply from 1 July
For SMSF trustees, EoFY is a key checkpoint to review:
- Superannuation contributions and contribution caps
- Pension payments and minimum drawdown requirements
- Investment positioning and asset values
- Compliance and documentation before 30 June
Not every EoFY strategy is relevant to every client, but a brief review can help confirm whether everything remains on track or if any adjustments are worth considering.
If you’d like to discuss your own position at any time, please feel free to contact us.
Top 10 EOFY strategies for you to consider
Important Notice
The information contained in this article is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for your circumstances before acting on it and seek advice from a qualified professional.
Personal financial advice can only be provided after considering your individual circumstances and providing the appropriate disclosure documentation. VJC Wealth accepts no liability to any party for any loss arising from reliance on this information unless it has been provided as part of a formal advice engagement.
