EOFY Preparation

As we approach 30 June, it’s a crucial time for individuals to review their financial goals and set clear priorities for the year ahead.

In this video, Canaccord Genuity Senior Financial Adviser, Lauren Walker, shares why end-of-financial-year preparation is so important, and how trying to navigate tax time alone can mean missing out on valuable opportunities to reduce your tax bill.

Canaccord Genuity’s wealth advisers take a holistic view across your portfolio and personal situation to help identify potential benefits and strategies.

The earlier you start, the better the outcome. Preparation is key.

If you have any questions or would like to review your financial position before 30 June, don’t hesitate to reach out to a CG wealth adviser in one of our 8 offices across Australia.