Our Financial Services team hosted an insightful event at the Boat House providing clients with insights around key considerations for their finances for financial year end.

Financial year end is a critical period for managing wealth, offering significant opportunities to reduce tax liabilities, boost retirement savings, and rebalance investment portfolios. 

With significant changes, including the newly introduced Division 296, timely actions are essential to maximise benefits.

RSM’s Shaun La Motte and Cody Keating, along with David Berthon-Jones from Aequitas Investment Partners, provided great insights and practical takeaways around:

• The latest developments around Division 296 
• SMSF estate planning considerations and key documentation
• Tackling succession planning
• Economic and market analysis
• Strategies and opportunities

View the events photos below: