A message from our Managing Partner,
Welcome to the new financial year! July is the perfect time to set clear goals, refresh your business strategy, and lay the groundwork for a successful FY2026. Whether you’re aiming to boost profitability, streamline operations, or explore new opportunities, our team is here to help you set the right goals and stick to them.
To help you start FY2026 with clarity and momentum, we’ve pulled together expert insights on business resolutions, aligning employee benefits and the power of 3-way forecasting, and our essential Post–June 30 Checklist.
On a personal note, I want to say a huge thank you. With your incredible support, I raised $7,628 for the 2025 Vinnies CEO Sleepout, smashing my revised goal of $7,500. I’m truly grateful to everyone who contributed to this important cause.
If you’d like to discuss your goals for the year ahead or need support getting the right systems and strategies in place, don’t hesitate to reach out.
Wishing you a productive and rewarding start to FY2026.
Kind Regards,
Leon Stephan
Managing Partner
Key Dates
Lodge and pay June 2025 monthly business activity statement.
Lodge and pay quarter 4, 2024–25 PAYG instalment activity statement for head companies of consolidated groups.
28 July
Lodge and pay quarter 4, 2024–25 activity statement if lodging by paper.
Pay quarter 4, 2024–25 instalment notice (form R, S or T). Lodge the notice only if you vary the instalment amount.
Make super guarantee contributions for quarter 4, 2024–25 to funds by this date.
Note: Employers who do not pay minimum super contributions for quarter 4 by this date must pay the super guarantee charge and lodge a Superannuation guarantee charge statement by 28 August 2025.
31 July
Lodge TFN report for closely held trusts if any beneficiary quoted their TFN to a trustee in quarter 4, 2024–25.
Lodge Venture capital deficit tax return for June balancers.
Lodge Franking account return for 30 June balancers if there is an amount payable.
Lodge Early stage innovation company report.
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