The end of the financial year or “tax time” is the perfect opportunity for you to have a mid-year reset and get your affairs in order.
If you own a business you are busy compiling all of your income information so that your accountant can prepare your tax returns. If you don’t own a business the same is true for you, digging through your box of receipts to make sure that you can maximise your deductions.
So, while you are in the mood to meet with your accountant to finalise your tax for the last financial year, why not organise some other aspects of your life as well – who knows, some of them might be tax deductible!
Until the end of July we are offering a huge discount exclusively to Western Weekender readers on estate planning and conveyancing.
Estate planning includes:
- The preparation of a Will: A document that indicates how you want your assets to be distributed after you die;
- Power of Attorney: A document that allows you to appoint a person or people to manage your financial affairs for you, even if you lack the capacity to do so yourself;
- Enduring Guardianship: A document that allows you to appoint a person or people to manage your health and lifestyle for you if you can’t do this yourself through incapacity such as illness.
We are offering 50% off all estate planning documents (excluding Testamentary Trusts) if you contact us before 31 July 2017.
If you are thinking about buying an investment property, your first home or you are selling to upgrade to a new property, we are offering a 30% discount on your legal fees for conveyancing if you contact us before 31 July 2017.
Remember, make sure you talk to your accountant about how the costs of getting your legal matters in order might be tax deductible.
For example, if you have bought or are buying an investment property, there are significant tax deductions available to you. If you own a business, you may be entitled to a tax deduction for your succession planning (for example a buy/sell or Shareholder Agreement).
The best thing about the above offer is we will sit down with you and discuss your needs obligation free. This means that on top of these significant discounts, if after talking with us you decide you are not quite ready to pull the trigger on your particular matter, we won’t charge you.
Happy New Financial Year!