30 June 2021 Super & Tax Planning

If you could be a fly on the wall listening in on a client strategy meeting, what would you hear?

Tim, Brett and Damian share the latest strategies and themes addressed at their client meetings and list out what you need to consider actioning before 30 June 2021.

Idea’s include:

  • Super contributions
  • SMSFs
  • Home downsizer provisions
  • Tax structures
  • Timing considerations – act now or act later?
  • Employee Share Purchase Plans/Incentive programs
  • Tax benefits
  • Pensions
  • CGT loss harvesting
  • What needs to be done before and after 30 June 2021
  • Impact of proposed changes from the Budget?

CXC Financial Partners completed an exciting rebrand and name change to

Welcome to the brand new website.

Our new branding is built around the concept of Wealth Enlightenment.

Enlightenment by transforming complexity to simplicity; and simplicity to meaningful action.