Mortgage Choice Ashgrove - 5 Steps to Maximise your Tax Return

Yes, it’s almost that time of year again – the end of the financial year is almost here

A simple steps can help you prepare for 30 June, and to maximise your tax return. And the sooner you do them the better.

Our Top 5 Steps to maximise your tax return are: lodge early, get private health insurance, boost your super, claim against an investment property, and take out income protection insurance.

Please see the attached document for full details about our Top 5 Steps to help boost your tax return.

At Mortgage Choice Ashgrove we offer full Financial Planning services. Simon Devine our in-house financial planner can assist with your wealth creation and insurance needs, and super and retirement planning. Give him call today to discuss your specific needs. Simon Devine: 0477 772 877.

It’s also very important to know exactly what you can or can’t claim when completing your tax return.

Our accountant partner, Steven Reibelt at Red Star Accountants can assist further with tax planning and professional accounting services, including what you can and can’t claim on your tax return.

For more details please contact Stuart Pullar, your local mortgage broker and home loan specialist at Mortgage Choice Ashgrove. Call Stuart on: (07) 3463 0500 or 0414 408 535. Email: stuart.pullar@mortgagechoice.com.au

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