Financially fit – EOFY and investment in the COVID environment
It’s that time of year again. The end of the financial year is imminent, so let’s discuss the tax-effective and growth opportunities within Super. Some people may be very involved with their superannuation funds and others less so. This is a great time to get to know your Super better. There are a few things both Pre and Post 30 June that can potentially save you tax.Given that Superannuation balances have no doubt changed over recent months, it is also a good opportunity to address the current investment environment.Lucette will discuss how the COVID-19 market compares to previous downturns and what the expectations are moving forward for investment markets.
Presenter: Lucette Thompson, Macquarie Bank
Date: 24 June 2020
Speaker bio: Lucette Thompson is Senior Private Banker at Macquarie, where she has worked for the last 16 years. She is a CFP and CPA and has over 25 years’ experience in the finance industry. She began her career as an accountant and made the change to Financial Advice in 2006. Being a Certified Financial Planner with a background in accounting, Lucette assists professionals, those approaching retirement and retirees take control of their financial future from both a strategic and investment perspective.
If you would like to attend the webinar, please register at the below link.