The end of the 2014/15 financial year is fast approaching, so now’s the time to review what strategies you can use to minimise your tax.
- Defer Investment Income & Capital Gains
If practical, arrange for the receipt of Investment Income (e.g. interest on term deposits) and the Contract Date for the sale of Capital Gains assets, to occur AFTER 30 June 2015. The Contract Date is generally the key date for working out when a sale occurred, not the Settlement Date!
Contact us before the 30 June 2015 deadline for assistance to reduce your tax!
Email: firstname.lastname@example.org or call Julian on 0408033696
This information is general nature and does not take into account your individual needs and objectives.
Please do not act on any information before seeking advice from a qualified Accountant and a licensed Financial Planner.