What opportunities could you miss out on this financial year?

What opportunities could you miss out on this financial year?

Many people spend time in June each year rushing around trying to get their end-of-financial-year strategies implemented. It can be a stressful time.

Worse still, sometimes people miss out on opportunities to build wealth or save tax (usually both) in a particular financial year because they didn’t know about an idea until it was too late.

One way to avoid this happening is to spend a small amount of time planning at the beginning of each financial year – rather trying to cram it all in at the end of the year and put yourself under stress. This will ensure you have enough time to line everything up so that you don’t miss any opportunities.

Failing to plan is planning to fail

For most of us, life is busy. Very busy! We can’t fit in all the stuff we have at the moment – let alone adding another thing onto the “to do” list. I understand.

The only thing I can tell you is that investing a bit of time now could save you a lot of stress and hassle later on and ensure you are well positioned to maximise all financial opportunities. 30 minutes invested on this today could pay big dividends.

Here’s a checklist and calendar for the next 12 months

Click below to download our 2017/18 Financial Planning Calendar & Checklist. This document is in Microsoft Word format so that you are able to tick the planning items off and edit the calendar.


This checklist covers personal, super and business strategies. The calendar is customisable which means you can enter in dates and tasks specific to you to ensure you don’t miss any opportunities.

And if you need help…

Of course, I hope it goes without saying that if you have questions or need any assistance, please don’t hesitate to reach out to us.