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 2020-21 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

• Accounting and Tax Treatment of the Cash Flow Boost and JobKeeper – Tax & Super Australia
• Year-end tax planning and the impacts of COVID-19 – Pitcher Partners
• 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