Andrew Albury and Brad Hoffman discuss key considerations ahead of the end of the 2020/21 financial year including the bring forward of concessional contributions and the first indexation of the new limits put in place in 2017. If you’d like to discuss EOFY strategies specific to your own circumstances, please get in touch with your adviser.
Andrew Albury and Brad Hoffman are Representatives of MGD Wealth Ltd AFSL No. 222600.
The information in this presentation is current as at 13 May 2021.
This video contains information regarding taxation and legislative change, which is based on policy announcements that are yet to be passed as legislation and may be subject to future change.
Any advice included in this video is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement. Any tax information in this video refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice.