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Your EOFY Checklist

MBA Financial Strategists•Newsletters•Your EOFY Checklist

Yes it is that time of the year already.

It’s a great time to review your superannuation and see what tax benefits may be available to you before June 30 2022.

Some of the key considerations are:

  1. New super rules coming into effect on 1 July 2022
  2. Tax deductible super contributions
    • you may be able to claim a tax deduction on after-tax super contributions
    • If you’re claiming a tax deduction for an after-tax super contribution, the contribution will count toward your concessional contributions cap ($27,500 per year). Note, you may be able to contribute more than this amount if you’re eligible to use unused concessional contribution cap amounts from previous financial years.
  3. Capital gains tax
  4. Government co-contribution
  5. Spouse contributions
  6. Salary sacrifice contributions

See our latest newsletter for a handy EOFY checklist.