End of Financial Year Preparation

Taxation and superannuation rules include many potential benefits and deductions. 
But if you don’t fulfil the requirements or miss a time deadline you may miss out.

This fact file can help you prepare for the financial year end and sets out some things you can discuss with us.

Topics include:

  • Supercharge your superannation
  • ‘Salary sacrifice’ into super
  • Get a government co-contribution of up to $1,000
  • Spouse contributions
  • Contribution splitting
  • Insurance premiums
  • Prepaying loan interest
  • Investment related tax deductions
  • Managing capital gains


Things to consider:

  • Do I have a record of all my super accounts and contributions?
  • Does my employer allow salary sacrifice contributions?
  • What are my current contributions for this financial year?
  • Can I make a spouse contribution?
  • Did I make a contribution last year that I could ‘super split’ this financial year?

Click here to download the fact file [PDF] or if you have any questions then speak to Rebecca Newton on 08 6201 5755 and let Prestige Wealth Partners help you maximise your superannuation opportunities.

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