The end of another financial year approaches quickly.
June is always a good time to review your personal affairs
What about those New Year resolutions? Are they still relevant? Do you have a financial plan? Has your net worth increased? If you are working you should have more in your superannuation halfway through the year than at the start of the year.
With this being the June issue, we have included some tax tips that we can all use to help towards that tax refund. We cover how the largest economy is recovering, discuss how US stocks continue to rise in the bull market
Please give me a call if you would like to set-up an appointment to meet and review your Personal Financial Affairs.
Taurus Financial Services Pty Ltd is an Authorised Representative of Synchron AFS Licence #243313 and provides Financial Planning Services in respect of Shares, Managed Investments, Superannuation and Personal Risk Insurance. Synchron is only responsible for the services provided by your Adviser through Taurus Financial Services Pty Ltd. You may also receive services from Taurus Mortgage Services Pty Ltd for Mortgage Origination and Debt Re-Financing, and from Taurus Professional Services Pty Ltd in respect of Banking facilities, Taxation, Estate Planning and Migration Services. Taurus Accounting Services Pty Ltd in respect of Accounting and Taxation Services. Taurus Business Partners in respect of Accounting and Taxation Services. Taurus Migration Consultants Pty Ltd in respect of Migration Services and Hatch & Associates Pty Ltd in respect of Legal Services including Estate Planning and Conveyancing. Synchron is not responsible for advice provided by your Adviser through Taurus Mortgage Services Pty Ltd, Taurus Professional Services Pty Ltd, Taurus Accounting Services Pty Ltd, Taurus Business Partners, Taurus Migration Consultants Pty Ltd, Hatch & Associates Pty Ltd or any other company.
