Post by InvestSMART Group Limited

📝 What does an EOFY checklist look like for a self-funded retiree? In the latest entry of his retirement diary, Alastair Davidson shares the steps he and his wife are taking before 30 June — from maximising super contributions and reviewing SMSF strategies to considering inheritance tax implications and planning for retirement income. His key message? Don't leave important financial decisions until the last minute. Read the latest diary entry and see what lessons may apply to your own EOFY planning. 👉 Read more: https://bit.ly/4uNyTJR General advice only. Does not take your personal objectives, financial situation or needs into account. Consider the relevant PDS and TMD before investing. InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435.