End Of Year Tax Planning Checklists

The personal income tax scale stage 2 tax cuts under measures set forth in 2018 were brought forward and take effect from 1 July 2020 for the 202 0 -21 year.

During the year, business depreciation write-off rules were liberalised as part of the government’s Covid-19 response measures.

For businesses under $5 billion aggregated revenue, the expanded write-off allowance for new business assets has been extended out to fully 100% deductible until 30 June 2023 (subject to dates and qualifying conditions).

For further noteworthy changes for the 2021 year see the 2021 Tax Rates page.

2021

Year End Tax Planner & Tax Bulletin – BDO
Brentnalls WA Tax Planning Checklist 2021
Spectrum Financial Year End Strategies Newsletter 2021
2021 Tax Return Checklists – Ban Tacs
Last Call: Finalise and implement your tax plan now – Rosenfeld Kant

2020

End of Year Tax Strategies 2020 – Bantacs
Tax Return Checklists 2020 – zanacorp.com.au
2020 end of year tax planning strategies – Hunt & Company
30 June 2020 Year End Tax Planning – UHY Haines Norton
Year end tax planning in a pandemic: this year’s top 10 “must-dos” – McCullough Robertson
Year end strategies 2020 – HLB Mann Judd
Tax Tips 2020 – CPAA

2019

How to be in good tax health by 30 June – Nexia
BDO 2019 Year End Tax Update – BDO
2019 Year End Tax Planning Guide – Sheridans

2018

2018 EOFY Tax Planning Checklist – Moore Stephens
BDO 2018 Year End Tax Update – BDO Australia
End of year 2018 SMSF issues – Tax Institute blog

2017

BDO 2017 Year End Tax Update – BDO Australia
Checklist of Tax Changes Taking Effect in 2016/17 – Wolters Kluwer

2016

BDO 2016 Year End Tax Update – 1 July 2016
Your SMSF year-end checklist 2016 – see SuperMate.com.au – retrieved 29 May 2016
2015/16 Financial Year End Tax Strategies – Bantacs – retrieved 29 May 2016

2015 and earlier

2015 Year end Tax Bulletin and Tax Planner – BDO – retrieved 17 June 2015
2014/15 Financial Year End Tax Strategies – Bantacs Accountants – retrieved 10 June 2015
SMSF deductions & year end checklist

See also:

Looking For Tax Deductions?

This page was last modified 2021-06-15