EP14 -2021 Federal Budget and End of Financial Year Planning with Simone Murray

In Episode 14, Thabojan Rasiah speaks with Simone Murray about the 2021 Federal Budget and end of financial year planning.

Simone is a Private Client Adviser and Tax Specialist for our firm, Rasiah Private Wealth Management.

In this episode, they discuss the announcements in the 2021 Federal Budget… and they also discuss the things that were not announced, but are changes of which you need to be aware. In particular, some significant opportunities to take advantage of changes to superannuation rules by planning ahead.

They also explore a number of end-of-financial year planning strategies… the sorts of things we have been evaluating and implementing with all our clients.

They discuss some of the changes happening in the area of financial advice including significant changes to life insurance products and the continued professionalising of financial advice.

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