The Holistic Accountant

Ep 122: PAYG/Individual Tax Planning


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As 30 June approaches, Stuart and Mena shift focus to PAYG employees and individual taxpayers, sharing key tax planning strategies that can help you save money and avoid surprises at tax time.

From super contributions (including carry-forward and spousal strategies) to income protection insurance, salary packaging, home office expenses, and even timing of income, this episode offers practical tips to help you make the most of what's available to you.

They also highlight deductions you might be overlooking and how negative gearing and prepaying interest can play into your tax strategy. If you’re a PAYG earner looking to minimise tax and boost your financial position, this is the episode for you.

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Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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The Holistic AccountantBy Stuart Wemyss & Mena Abraham


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