Countdown to June 30: EOFY 2017 Tax Planning

The time before June 30 ends the current financial year is ticking away and with it, your chances to optimise your taxable outcome.

We have shortlisted some items you may need to action prior to June 30, whether a Small Business, Individual or Family, Investor or Self Managed Super Fund.

Small Businesses

Individuals and Families


    • Obtain a Property Depreciation Report on rental properties owned


    1. For Self Managed Superannuation Funds ensure a new Investment and Objective Strategy is prepared and signed prior to June 30

Your circumstances and business structure will influence the effectiveness of these suggestions. We suggest you you call us on 03 5339 3200 or contact us here to confirm the suitability of any strategy to meet your needs.

We would also like to remind clients to be on the alert for tax related scams coming via phone or email. The ATO will never threaten immediate arrest, ask for personal information such as your tax file number or credit card number, or direct you to download files from the internet. Find more information about scams at

Please give us a call on 03 5339 3200 or contact us here if you’d like more information or assistance with optimising your taxable income.

Thanks for reading.

By Genna Kidd

Article updated 28 June 2017

Links updated 31 July 2017

Focus Accounting and Financial Group Pty Ltd is a Corporate Authorised Representative (No. 1254675) of Merit Wealth Pty Ltd (AFSL No. 409361).

The information contained on this website has been provided as general advice only.  The contents have been prepared without taking account of your personal objectives, financial situation or needs.  You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

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