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Good Afternoon Reader,

'tis the season to claim your refund, tra la la la ..

Corny, we know.

But tax season is indeed upon us, group certificates (PAYG summaries) are in, and hopefully you have again recovered from the annual shock of just how much tax you forked out from your hard-earned pay packet over the year.

In this issue of the Eden Wealth Report we provide you with simple to use "tax checklists" to help you get organised, and get the maximum refund into your coffers as soon as possible.

Investor health check

In the wake of some recent positive news about the domestic and global economies, we provide the first of a three-part series titled the 'Investor health check'.

This article is based on the work of Nobel Prize winner Daniel Kahneman, an eminent psychologist, notable for his work on the psychology of judgment, decision-making, and behavioral economics.

There are some common investor 'blind-spots' highlighted in Daniel's work that we feel are imperative learning for those investing in these times and wanting to build a long-term sustainable investment portfolio.

Robert Palma - Eden Wealth Management

Can tax time really be simple, efficient, & convenient?

Leverage our insight and expertise of your personal financial situation, investments, and tax structures to obtain the maximum refund available and reduce your tax bill.

Here you will also find a number of simple to use tax-checklists to help you get organised and get started.

Are you suffering from any of these common investor blind-spots?

In this three-part series, we provide a check-list of 5 common 'blind-spots' suffered by investors that will jeopardise long-term investment success.

Mr or Mrs Investor, it's time for your check-up ...

Tax Tip - Do you have children going to school?

You may be able to get 50% back on a range of primary and secondary school education expenses with the Education Tax Refund.

Read more about how much you can claim and eligibility.

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