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.

 View our comprehensive list of FAQs following the Federal Budget 2026-27 

Review our attendees questions and answers from the webinar, focusing on Trust, Stamp Duty, Negative Gearing and more.

• What is included in the restructure of Discretionary Trusts being offered?
• Can investors of new residential premises negatively gear against all income or just against rental income?
• Is there a limit on the number of investment properties eligible for negative gearing?
• What effect will the changes to the Medicare Private Insurance rebate have?
• Is there not a mix of 50% CGT and indexation if you have brought property prior?
• Will small business CGT concessions be exempt from the latest change?

 Read our responses >>