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What every SME owner needs to know before 30 June
With the end of the financial year fast approaching, now is the time to get strategic - not just compliant.
We ran a practical, insight-packed webinar designed specifically for small and medium-sized business owners. Facilitated by Peter Revelas, our experienced advisors Kristy Binns and Shaun La Motte cut through the complexity of this year's most significant tax and superannuation changes, helping you identify opportunities, avoid costly mistakes, and finish the financial year in the strongest position possible.
Among the key topics we explored were:
- ATO‑ready income and deductions
What to report, what you can claim, and strategies to implement before 30 June. - Trusts and Division 7A: year end to do list
Year end requirements, common problem areas, and actions to take now to stay compliant. - Federal Budget highlights for business owners
The key announcements that matter most, and how they may impact your tax and planning decisions. - Smarter super strategies before EOFY
How to make the most of contribution caps. Planning opportunities to optimise outcomes. - Getting year‑end sorted
Practical steps to streamline EOFY, reduce last‑minute stress, and start the new financial year well.
FAQ's
We can claim it in the 2025/26 financial year. It can also be claimed from the 2026/27 financial year provided it becomes law.
Yes negative gearing will continue to apply on a PPOR if it converts to an investment property. No further details have been released yet.
Existing properties, including those under contract prior to 7:30PM AEST on 12 May 2026 (Budget Night) will be grandfathered and eligible under the current negative gearing provisions. Established properties acquired after Budget Night will qualify for negative gearing until 30 June.
It may apply from 1 July 2028. However, we will need further details in relation to this.
Corporate beneficiaries will not get the benefit of the tax paid by the trusts from 1 July 2028 based on the announcements. It is not law yet.
