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Strategies for EOFY

The end of financial year is a great time to review your investments. Watch our recent webinar with the Switzer Report’s Paul Rickard, who discussed the risks and opportunities as we approach 30 June, and how you can maximise your portfolio's returns.

Co-founder of the Switzer Report Paul Rickard joins nabtrade for a live and interactive webinar to discuss: 

  • Strategies to make the most of your investment portfolio
  • Incentives to boost your superannuation
  • Opportunities to ensure your tax position is optimised for 30 June; and
  • How to ensure your long term investment strategy aligns with your goals.

>Download presentation slides here

About the author
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Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.

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Gemma Dale

nabtrade

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