For clients
Make confident tax decisions before 30 June | Get our free Year-End Tax Planning Guide + Checklist today. Download Your Copy Download Your Copy

Have you had a bigger income year that might change your tax position?

Strong income, asset sales, business changes or major life events can all change your tax outcome, often more than expected. If any of these apply, year-end tax planning helps you understand what to review before 30 June.
Download the free guide + checklist To Get Started Download the free guide + checklist To Get Started

The most common issue we see for clients at this time of year is not doing their tax planning early enough.
After 30 June, many tax outcomes are locked in. Planning earlier gives you more clarity and options.
Tax planning is about focusing on the areas that are relevant to you and reviewing them early enough for options to exist.

What these resources help with:

Helping you understand what tax planning is (and what it isn't)

Highlighting key areas that may be worth reviewing before 30 June

Explaining why timing affects tax outcomes
Helping you prepare for a more meaningful conversation with your accountant

These are right for you if you are:

Earning income as an employee, business owner or investor
Want to avoid last-minute EOFY pressure
Prefer to understand your options rather than guess
Value clear, professional guidance

The Year-End Planning Guide includes:


A clear explanation of tax planning and why timing matters

Common EOFY mistakes we see each year and how to avoid them

EOFY considerations for individuals and employees, business owners and primary producers

The Year-End Planning Checklist includes:


Prompts to help you identify actions worth considering before 30 June

A clear list of information to start gathering now

Questions to help guide discussions with your accountant

Get It now

If you would like to feel more organised and informed heading into EOFY, this is a good place to start.

First Name
Last Name
Email Address

Event FAQ's:


Want tax planning advice?

This guide is designed to support general understanding. If you’d like advice tailored to your personal or business circumstances, we recommend booking a tax planning session with our team before 30 June.

Book Your Tax Planning Session Book Your Tax Planning Session


General Advice Warning

The material and information included in the tax planning guide and checklist, including its contents and handouts is provided solely for general information purposes and is not intended to and does not constitute accounting, taxation, financial or other professional advice.

Whilst all care is taken in the preparation of this material, no warranty, guarantee or representation of the accuracy, timeliness or reliability is given with respect to the information provided or that the information is fit for a particular purpose. McConachie Stedman and any member or employees of McConachie Stedman expressly disclaims any liability arising from the use or reliance on the information provided, the presentation, its contents and any handouts provided.

If you require professional or specialist advice, you should seek professional advice on the financial, legal and taxation implications before making any such decisions.