Advivo Newsletter July 2026

A message from our Managing Partner,

A new financial year is here, bringing with it the perfect opportunity to reset, refocus and make sure your business is ready for the months ahead and on track to achieve your long-term goals.

Are your short-term plans and activities aligned to the big picture? The 2027 financial year presents new opportunities and challenges. We have already alerted you to legislative changes that increase compliance activities and impact cash flow, including Payday Super, which means it has never been more important to have and monitor your budget.

Have you done yours yet?

Fail to plan, plan to fail.

Don’t forget our post-end-of-financial-year checklist.

We will be in touch soon with information requests to commence 2026 financial year financial statements and tax returns. If you have not already done so, please start getting all your information together, including donations, finance agreements, capital purchases and any other relevant documentation.

You can also watch our latest Advivo Fireside Chat here:

A Reminder About 2025 Tax Returns

Many 2025 tax returns lodged from mid-May onwards will become payable in late June or early July.

Please remember that not all ATO correspondence is sent directly to Advivo. Many notices, assessments and payment reminders are issued directly through myGov.

We encourage all clients to regularly check their myGov accounts and ATO-linked inboxes to avoid missing important correspondence from the ATO.

If you receive an ATO notice and are unsure what action is required, please contact the Advivo team before the due date so we can assist.

Kind Regards,

Leon Stephan
Managing Partner