The Importance EOFY Planning in Tough Times

Just like many Australian households, business owners are facing new financial pressures. With the financial year-end just around the corner, savvy people are turning to expert advice on how to plan ahead and restructure their finances for maximum benefit – at home, for the business, or both.

As we approach the 2023 end of financial year (EOFY), our sponsor Bentleys NSW have kindly shared some general information that is available on the Bentleys website, which could help you in making some tax effective decisions before 30 June 2023:

EOFY Tax Planning Manual – Bentleys EOFY 2023 tax planning manual
Individual tax planning checklist – EOFY Strategies for Families and Individuals
Business tax planning checklist – EOFY Strategies for Businesses

Bentleys is a full service accounting, taxation & advisory firm, which provides practical support for businesses in their accounting and taxation affairs, as well as assisting clients building their personal wealth through Bentleys Wealth. Have a look at their website, which has a tremendous amount of resources for people from all walks of life:

https://www.bentleys.com.au/

If you have any questions or would like to discuss anything in the attached prior to the EOFY, please reach out to the guys at Bentleys and they will be more than happy to assist.

Renee Ross – Accounting and Taxation: renee.ross@bentleysnsw.com.au
Steven Forgione – Accounting and taxation: Steven.Forgione@bentleysnsw.com.au
Darren Lee – Tax: Darren.lee@bentleysnsw.com.au
Tony Dimitrovski – Financial Planning and Wealth management: tdimitrovski@bentleyswealth.com.au

Or call Bentleys NSW on 02 9220 0700.