A couple of tips to help you complete your 2020/2021 Income Tax Return

As we settle into our first few days of lockdown, we can take a moment to look over what has been quite an interesting year. With everything that is going on, it will be easy to forget the 1 July also means tax time.

Between working from home and government stimulus this year’s return throws up a few things to keep an eye on.

To assist you, we have a checklist to help you get your documents in order. Also, there a couple of tips that may help you too.

Tax Return Checklist

As always, if you have any questions in relation to your own financial situation – please do not hesitate to contact us to arrange a no-obligation meeting with Louella Jorge at Discovery Wealth Advisers.

The views expressed in this publication are solely those of the author; they are not reflective or indicative of RI Advice Group’s position and are not to be attributed to RI Advice Group. They cannot be reproduced in any form without the express written consent of the author. Louella Jorge is an Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429. This editorial does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information, you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser before you act

Discovery Wealth Advisers

Author Discovery Wealth Advisers

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