As the end of the 2023 financial year fast approaches, you’ll want to get organised so your accountant can prepare your financial statements and tax returns as efficiently as possible. This will save you both time and money.
Getting your information and documentation in order also means your accountant will be able to identify any tax advantages, so you don’t end up paying more tax than you need to. The sooner you start the process, the less likely it is you’ll omit or forget something that could be of real benefit you.
Looking ahead to what the 2024 financial year may bring should also be part of your planning, particularly as it is also an election year.
To that end, Anthony Lipscombe and I held a webinar recently on how to get ready, which you can watch below.
If you need assistance with any of the topics discussed in the video, please get in touch with us at GRA on +64 9 522 7955 or by filling out this form.
I just finished reading Family Trust 101. Just last weekend I decided to flick through it. It was so good and easy to read and understand, even by me, that I could not put it down. I finished reading it over the weekend. I would recommend it to anyone. As I mentioned it last night too at the seminar you all at GRA are awesome and from a different planet. All the way through from receptionists to top, Directors. Thank you all. - Diane
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.
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