NEWCASTLE ADVISORS
Let’s make EOFY
work for you
It’s time to check if you’re on track and not missing out on deductions, super opportunities, or investment tweaks before June 30.
Why it Matters
The End Of Financial Year is your last chance to...
Make Super Contributions
Minimise any potential capital gains tax
Minimise the potential death benefit tax on your super
Use Deductions while they still count
Get your financial strategy fine tuned for the year ahead
Avoid any EOFY surprises
What we will Cover
Super contributions and caps
investment opportunities
Performance update
Tax opportunities
Insurance updates
Estate planning updates
Any changes to your income
Any changes to your goals
Market Update
What's actually changing in the market (no jargon)
How it could affect your super, investments or retirement strategy
What smart investors are doing right now
Where the opportunities are and what to avoid
We cut through the noise and help you understand how it applies to your situation, so you can make informed, confident decision.
Your Journey:
Our Guidance.
Financial Confidence
Starts Here.
At Newcastle Advisors, we don’t just talk numbers — we help people make sense of them. For years, we’ve been guiding individuals and families through the ups, downs, and in-betweens of investing.
Whether you're building wealth, protecting it, or planning for what's next — we’re here to simplify the complex and help you make decisions with confidence.
Proven. Trusted. Backed by Years of Results
We’ve built our name on smart advice, steady hands, and long-term wins.
Our numbers tell the story — not just of success, but of the people we’ve helped along the way.
20+
Years helping clients
grow + protect their wealth
600+
Australian families
guided through key financial decisions
3+
Major Investment
Cycles Navigated
25+
Professionals in our
extended advice network
TWO WEEKS REMAINING!
We only have a short window to action some of these EOFY strategies, so please arrange a time ASAP so you don't miss out!
