July 2021 Financial Checklist

Howdy folks! It’s July 1st, which brings us to a new financial year. It goes without saying that the past twelve months have been one wild ride.

Now, depending on where you’re based, you may or may not be back in lockdown. So, sit tight and read this month’s Financial Checklist to help pass the time:

1. Tackle your tax return

It’s tax time, kids! Don’t all cheer at once. We know that doing your tax return isn’t the most exciting thing in the world - but it’s just one of those things that you’ve got to do.

As we said, the last year or so has been anything but ordinary. This means that whether you’re an employee or a business owner, tackling your taxes might be a little different this year.

So, here are some valuable resources to give you a helping hand:

• Freelancers: Frollo shares how they're leading the charge in open banking Down Under.

Go have a listen to the yummiest podcast around that is The Finance Burrito! 

5. Consider the bigger picture this Cancer season

It’s your moment, Cancer! But before you party too hard … according to our Mozo Magic 8-ball, this year you’ll want to have your wits about you when it comes to the green stuff.

Now’s the time to scour through your finances (think loans, debt, credit card balances) to find any room for improvement. “Think about the bigger picture” make this your 2021 Money Mantra, Cancer.

That’s a wrap! We’ll see you back here next month for your August 2021 Financial Checklist. In the meantime, you can check out our life & money hub. Stay warm!