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End of Financial Year Checklist

What's actually worth doing before June 30, and what to sort out once you lodge.

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Before June 30

Consider extra concessional super contributions if you're under the cap, and confirm your fund receives them before June 30, processing can take a few days.

Review any capital gains you've realised this year, and think through the timing of any planned asset sales.Estimate your CGT →

Gather receipts for work-related deductions: uniforms, tools, self-education, and home office expenses.

Getting ready to lodge

Check your myGov/ATO prefill has all your income statements from employers, banks and investments.

Confirm your private health insurance details if the Medicare Levy Surcharge applies to you.

Decide whether to lodge yourself via myTax or use a registered tax agent, agents have a later lodgment deadline.

After you lodge

Check your Notice of Assessment matches what you expected once it arrives.

If you owe money, note the payment due date to avoid interest charges.

Set a reminder to review your super fund's fees and performance for the new financial year.

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