Free tool · Finance
The EOFY checklist for trade businesses.
Everything worth sorting before 30 June — books, super, deductions, assets, and the planning most owners skip. Tick it off here (it saves in your browser), print it, or email it to yourself. No sign-up.
New to it? Read the EOFY guide first.
The checklist
Get the books clean
You can't make a good decision — or give your accountant a clean run — on messy numbers.
Super & wages
Super is only deductible in the year the fund actually receives it — leave time for it to clear.
Deductions & write-offs
Claim what's genuinely yours — and write off what's genuinely gone.
Assets
Buy what the business needs — not what a dealership says you should for 'the tax'.
Plan — don't just spend
EOFY's real value isn't a purchase. It's a clean line in the sand to look at the year honestly.
Your ticks save in this browser. General information only, not tax advice — confirm specifics with your accountant.
Keep the checklist
Email it to yourself.
We’ll send the full checklist so you can work through it with your team before 30 June.
Want EOFY to set up a better year, not just a tax return?
Questions
Before you start.
When is the Australian EOFY?
The Australian financial year ends on 30 June. Anything that needs to land in this financial year — super payments, asset purchases installed and ready to use, written-off bad debts — generally has to be done by then.
Do I have to buy something before 30 June for the tax?
No. Buying things you don't need to chase a deduction usually hurts cash flow more than it helps — a deduction only saves you tax at your rate, not the whole cost. Bring forward purchases you were genuinely going to make anyway; don't invent them.
Is this tax advice?
No — it's a practical checklist. Thresholds, caps, and eligibility change and depend on your situation. Confirm the specifics with your registered accountant or tax agent.
EOFY is a planning moment
Use 30 June to set up a better year, not just file a return.
Book a thirty-minute call. We’ll look at the year’s numbers and where next year’s margin and cash flow come from, whether or not you work with us.