Getting EOFY ready as a property investor
In the lead up to the end of the financial year (EOFY), it’s a great opportunity for property investors to
Right Fit Financial Advisors can help you make the most of a sudden windfall.
Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them? And, when it comes to inheritance, how do you know if there are any special obligations or considerations that apply?
Some questions you may wish to consider include:
If you have a sudden windfall like cash, property, shares or even a valuable item there may be financial implications. We can help you understand those implications and help you make the most of your windfall. We’ll also ensure you’re aware of any tax implications of your decisions.
We can:
If you want us to help you make the most of that windfall contact us today.
Right Fit Financial Advisors in Southport can help you make the most of a sudden windfall. Contact us on (07) 5528 1222.
In the lead up to the end of the financial year (EOFY), it’s a great opportunity for property investors to
Here’s how you can help your children build financial literacy Australia is one of the wealthiest countries in the world,
Suite 31111,
Level 11,
Tower 3, Southport Central
9 Lawson Street
Southport Qld 4215
PO Box 223, Pacific Fair, Qld 4218
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
T M O’Sullivan Pty Ltd (T/A Right Fit Financial Advisors) ABN 76 155 743 294 is a Corporate Authorised Representative (No. 419232) of Lifespan Financial Planning Pty Ltd. ABN 23 065 921 735. Australian Financial Services Licence No. 229892.