End Of Year Tax Planning Checklists

2026 checklists

EOFY Tax planning: What to consider when tax planning for end of financial year – RSM
ATO focus areas for FY26: What to review now – BDO
Minimum pension drawdown reminder | Account Based Pension
Payday Super starts 1 July 2026 – Qualifying earnings explained
End of financial year checklist – QSuper
EOFY 2026 Key Dates & Checklist for Australian Trades – Simpro
EOFY Checklist 2026: What to Do Before 30 June – Prospa
End of Year Checklists – Murray Nankivell
EOFY 2026 Checklist: Complete End of Financial Year Guide for Australian Business | Scale Suite
Pitcher Perspective: Smart year‑end tax planning strategies – Pitcher Partners

2025 checklists

Checklist – tax return 2025 – ATO
Tax Return Preparation checklists – Bantacs
Year end wrap 2025 – Accountants Daily
Preparing your self-managed super fund for the end of financial year – SMSF Adviser
End of Year Tax Issues 2025 – Tax Institute
Key tax considerations for 2025 year-end – BDO
Tax planning for 30 June 2025: what to expect – Pitcher Partners
Maximising your super contributions before June 30 – Pitcher Partners
Seven essential moves for commercial property investors year end – API Magazine
Year-end is coming! – Pitcher Partners
2024–25 Business Tax Planning: Key actions for businesses ahead of 30 June 2025 – PKF
Year End Tax Strategies For Property Investors – bantacs.com.au
Small business tax planning tips: the do’s and don’ts – William Buck Australia
EOFY 2025: Essential tax actions amid election uncertainty – William Buck Australia
R&D Tax Incentive considerations for financial year-end 2025 – William Buck Australia
2024-25 EOFY Tax Planning Tips for Individuals – RSM Australia
End of Financial Year 2025 | Key Dates & Tasks – Xero
2025 Year End Tax Planning Guide – Tolevsky Partners
EOFY guides, key dates and checklists – MYOB

Amongst the tax changes and no-changes for 2024-25 are:

The legislation for the promised $20,000 instant asset write-off extension for smaller businesses in 2024-25 has been approved by parliament. Labor has announced that it will extend the measure ($20,000) until 30 June 2026.

Super contribution caps are $30,000 for 2024-25, (up from $27,500 in the previous year). The transfer balance cap is $1.9 million (no change) but rises to $2 million from 1 July 2025.

As confirmed in the Federal Budget 2025 personal tax rates and thresholds for 2024-25 remain unchanged from the previous year. Adjustments are due to kick in from 1 July 2026.

Super Guarantee contribution rate changes from 11.5% to 12% from 1 July 2025, in accordance with the previously legislated schedule.

Prior years: Links to external websites are deleted when no longer working.

2024