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Newcastle Financial Planners & Financial Advisors Newcastle Financial Planners & Financial Advisors
  • Home
  • About Us
    • Testimonials
  • Financial Services
    • Business Owners
    • Wealth Creation
    • Wealth Management
    • Financial Planning & Advice
    • Self Managed Super Fund (SMSF)
    • Superannuation advice
    • Retirement and Estate Planning
    • Investing
    • Wealth Protection & Insurance
    • Family Office
  • News
  • Contact
  • Accounting Firm

Maximise your opportunities for the end of financial year

June 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay. Pay interest in advance... read more →
  • June 2, 2015
  • Harlan Marriott
  • end of financial year

Capital gains at end of financial year

The end of financial year is a good time to think about your capital gains and losses for the year. Timing and planning are everything when it comes to minimising... read more →
  • May 20, 2015
  • Harlan Marriott
  • CGT

Getting ready for year end

Effective planning and preparation is critical for all taxpayers as the end of financial year approaches. The good news is that your tax professional is here to support you, so... read more →
  • May 5, 2015
  • Harlan Marriott
  • year end

Prepare for the end of the financial year

A lot of people leave their end of financial year preparation too late. If you feel that your finances could do with a shake-up before June 30, there are many... read more →
  • June 19, 2013
  • Harlan Marriott
  • Financial Planning

Too Much Superannuation?

Newcastle Financial Advisors Leenane Templeton As the end of financial year approaches, superannuation issues are some of the most important considerations that tax payers should be aware of. One such issue... read more →
  • June 28, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

Quick Cash & DIY Super Funds at Year End

During the lead up to the end of the financial year, many DIY super funds trustees are implementing new financial strategies. Because of this, there may be times when a... read more →
  • June 25, 2011
  • Harlan Marriott
  • Financial Advisor Newcastle

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  • Testimonials
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Recent Post

  • Frequently asked questions about superannuation June 9, 2021
  • Investment Strategies For Your Super May 5, 2021
  • The rise of ethical investments April 27, 2021
  • What financial mistakes have you made? March 18, 2021
  • Economic Update March 9, 2021
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