Once the year closes, most of these decisions are gone for another twelve months. This is the shorter, more valuable list, and it is a different job from getting your return lodged. Find the group you belong to and work out what is still open to you.
Super contributions, capital gains and the timing of a deduction are all decided before 30 June, not when the return is prepared.
Two guides, because a sole trader and a group of companies and trusts are facing genuinely different decisions. Take the one that matches your structure.
Contribution caps and pension minimums are tied to 30 June, and missing either is expensive to unwind.
The size and defensibility of a claim is decided by what is on file before the year ends, not by how the claim is written afterwards.
Year already closed? Everything needed to get a return lodged is on the tax return page, which is the other half of this.
After the year closes we are reporting what happened. Before it closes there are still decisions to make, and most of them have a deadline rather than a grace period. If you are not sure what is still open to you, ask early.
Once a month we send our latest thinking on tax, business, and the moments that shape a year. Practical, considered, and written for people who would rather understand the why than chase the headline.
