7 actions to take before the end of the financial year

Co-founder of the Switzer Super Report
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June is just around the corner, so it’s time to start thinking about what actions you may need to take before the end of the financial year. While the focus below is for trustees of SMSFs, they just as relevant to investors who are managing their own portfolios and investments outside super. Here are seven actions to take before 30 June.

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