The EOFY checklist; & what you need to think about for the year ahead

from Prime Time with Bec Wilson · host TAPT Podcasts

We are officially in the race to the end of financial year! In this episode, I chat to regular guest & financial planner Paul Benson to cut through the noise and give you the essential EOFY checklist. I also check in with Peter Hogg from Aware Super to explain catch-up contributions & why they matter at this time of year. We discuss:  Impact of the 2026 budget announcement Why your Super is the 'only game in town' The concessional cap The power of catch-up contributions CGT  Risk sequencing in midlife The death of the family trust Insurance audits within super See omnystudio.com/listener for privacy information.

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This episode is 31 minutes long.

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This episode was published on May 27, 2026.

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