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5 important considerations for 2021-22 EOFY

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Sam Stillone 9 June 2022
5 important considerations for 2021-22 EOFY

For many of us, the period just before the end of the financial year can be an important time to look at finances. Taking stock at this time is a great way to check-in on your situation and see if any changes are needed in the lead up to 30 June.

For example, it may be a good idea to review your existing (and expected) concessional contributions to superannuation for the 2021-22 financial year—to see if you are making the most of the annual concessional contributions cap limit.

Below we’ve included a list of some key EOFY considerations to bear in mind. While these strategies may help reduce your personal income tax and/or provide for your retirement, their suitability will depend on your own eligibility and circumstances. As always, it’s important to seek qualified professional advice before making any changes to your finances.

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