275. Your EOFY Checklist (with an accountant)

Already feeling stressed about EOFY and tax time? We’ve got you covered.

In this episode, Ana sits down with Julian from Mauro to break down what you actually need to know and action before 30 June. From dodgy deductions to sole trader traps, this one is packed with practical tips whether you're an employee, investor, or building something on the side.

In this episode, they cover:

💸 The most common tax mistakes the ATO is actively scrutinising right now (and how to avoid them)

💸 Working from home claims: the two methods, what records you actually need, and which one could give you a better deduction

💸 What "it's a tax write-off" actually means (and where most people get it wrong)

💸 Super contributions before 30 June, including the five-year carry-back rule you might not know you can use

💸 Sole trader vs company: when the switch makes sense and what happens to your tax rate if you wait too long

💸 What investors need to know about dividends, share sales, and why the ATO already knows more than you think

💸 Plus, what's changing from 1 July

Prefer to hand it off to an expert? You can find Julian at @mauro.au

Case Study Form

Use the code 'GRSC' to start investing on Pearler with $20 of free brokerage credits 💸

How To Not Work Forever

Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Tash Invests Pty Ltd is a Corporate Authorised Representative #1317713 of Rask Licensing Pty Ltd. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

Hosted on Acast. See acast.com/privacy for more information.

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