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Insights

EOFY Strategies

 Discover all your end of financial year insights and ideas.

EOFY insights

Tips to make tax time easier with nabtrade

To make the end of the financial year (EOFY) a little easier, we’ve prepared a checklist of information you can obtain via nabtrade to help with your tax return preparations.
30 May 2024 3 min read

Super Strategies for 30 June

How to make the most of your superannuation before EOFY.
30 May 2024 3 min read

EOFY Strategies: The three C’s: consistency, conviction & caution

Gaurav Sodhi from the Intelligent Investor highlights the ‘three C’s’ for your investments as we head into the end of financial year to ensure your portfolio is doing what you want it to do, and it is structured the way you need it to be structured. For him, it’s all about a bottom-up strategy when it comes to investment ideas.
30 May 2024 8 min watch

Three stock pickers give their tips for an EOFY refresh

While there are always tax tips to consider before 30 June, often the most financially rewarding decisions you can make at this time of year relate to your portfolio. Is it time to get your house in order?
29 May 2024 32 min listen

How to optimise gearing for EOFY

Tips and strategies for improving your borrowing position before 30 June.
29 May 2024 3 min read

EOFY Strategies: Market catalysts & the bright way to invest

Shining a spotlight on sectors. Tech is up over 40% in FY24, but has it run too hard? Gemma Dale asks Scott Phillips from the Motley Fool if now is the time to take some tech off the table and look at what else is out there. Locally, Scott highlights the retail sector, saying while short term noise is ugly, medium to long term the opportunities still exist.
28 May 2024 10 min watch

EOFY Strategies: Why discipline is key in volatile markets

Henry Jennings from Marcus Today talks strategies to best position your portfolio for FY25 plus his views on the big four banks, and why copper, electrification and data centre stocks could be the place for investor opportunity.
27 May 2024 11 mins watch

Disclaimer
nabtrade is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704. WealthHub Securities is a Market Participant of under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL No. 230686 (NAB). NAB doesn’t guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. This website contains general advice only and has been prepared without considering your objectives, financial circumstances or needs. Before acting on any general advice or information on this page, you should consider the appropriateness of the general advice or information with regard to your objectives, financial circumstances or needs.