Adviser Q&A: Preparing for June 30
Good tax and financial planning always involves setting and implementing strategies well ahead.
Editor Tony Kaye and licensed financial advisers Bruce Brammall and Max Newnham discuss the key steps that those in accumulation and retirement phase should be taking before June 30, and the new rules coming into effect from the start of July including superannuation catch-up and home downsizing.
Watch the video below, where they also answer member questions.
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