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Your EOFY Toolkit – Tax Return Checklist and Strategies

By June 22, 2023August 30th, 2023No Comments
Tyson Crotty

About Tyson Crotty

Tyson is a Senior Financial Adviser and Director of Finspective. Read More about Tyson

June 22, 2023

Your Tax Toolkit

Whatever your situation may be, having the knowledge and the key facts in front of you is the first step toward improving your financial outcome. So we’ve put together a few documents to help you understand your options and hopefully make some savings along the way.

Check out these documents below. Check out our Personal Tax Returns & Advice page for more information or, if you have any further questions, click here to drop us a message.  We’d be happy to help!

EOFY Super Strategies

It’s time to start thinking about your super for another year. We’ve put together five smart strategies that may benefit you now, and help boost your super.

Smart Super Strategies for this EOFY
Building your Wealth

EOFY How To’s

How to claim a deduction for contribution

How to track your total super balance

How to monitor carried forward concessional contributions

How to monitor the transfer balance account

Super, Tax and other Facts

Government Co-contribution

Top-up your super with help from the Government

Insurance Through Super

Purchase insurance through your super and gain a tax benefit

Personal Contribution

Claim a tax deduction for your personal contributions to super

Split Contribution

Splitting contributions may enable you to build super with your spouse and reduce tax

Spouse Contributions

Contribute to your spouse’s super to receive a tax offset and build retirement savings

Salary Sacrifice

Contribute some of your pre-tax salary, wages or bonus into super

Catch-up Contributions

Topping up super with ‘catch-up’ contributions

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

We are consistently updating our knowledge centre.

For more tips, ideas and inspiration on improving your financial outcome, enter your details below.