BSB 805 050

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BSB 805 050

End of Financial Year Ready

With tax time around the corner it’s time to prepare your finances.

Top tips to plan for end of financial year

June 30 might spark you to start looking to buy a new car, or cash in on the bargains at the end of financial year sales, but it should also be a time for you to tackle the important (albeit) less exciting tasks like organising your finances.

While we can’t lodge your tax return for you, we can help to make this time of year a little bit easier.

While you’re in the zone of going through your banking information, the new financial year is a great time to reset your money goals and set yourself up for a fruitful year. It can be as simple as looking into a People’s Choice savings account to boost your back up funds or sitting down with one of our financial planners to put goals and plans in place for the future.

If you do receive a refund on your tax this year, stop and have a think about your upcoming expenses. Do you need to hit the sales or should you save those extra dollars towards some of you bigger bills throughout the year?  Opening up a Bonus Saver Account or Online Saver Account to put your tax return into is a smart way to think about your future self, you could even add a little to it each week.  Give a thought to paying off debt on a personal loan or home loan if you come into “extra money” from your return – it could help you cut down on the interest you pay for the coming financial year.

In any case, tax time is a great time to tidy up your accounts, consolidate any debts and make your life a whole lot simpler when you come to do this again next year.

 


Products and Services for tax time

We have a range of Products and Services to help with your end of financial year goals.

 Savings Accounts

Whether you’re planning to use your tax refund to go on a holiday or as a deposit to buy a new home, putting your tax refund in a People’s Choice savings account can help get you there sooner.

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Financial Planning and Advice

A Financial Planner will look to create a relationship with you and truly get to know you, so they can provide tailored advice to help reach your new financial year goals.

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Income Tax Calculator

Calculate your income tax with our Income Tax Calculator and work out your annual, monthly, fortnightly and weekly net income to prepare your finances for your tax return.

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End of financial year related articles

Read more about tips on being prepared for tax time and savings.

Is EOFY really the best
time of year to buy a car?

Read more

 

 End of Financial Year:
Tax Return Opportunities

Read more

Two weeks to
get less HELP

 Read more


 

The information above is general advice only and does not take into consideration your personal objectives, financial situation or needs (“your personal circumstances”). Please consider the relevant Product Disclosure Statement (PDS), other Disclosure Documents and your personal circumstances before making any decision to purchase the products. Contact us on 13 11 82 with any questions, or visit your nearest branch to talk to a consultant.

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