How to prepare for EOFY as an SME
EOFY can quickly become overwhelming for SMEs, especially when you’re balancing tax obligations, payroll, cash flow, and day-to-day operations at the same time.
With increasing pressures on working capital, tighter reporting requirements, and changes like payday super affecting how and when obligations are paid, EOFY planning has never been more important.
This free guide will help you get organised early, avoid costly mistakes, and make more informed financial decisions before 30 June.
Download it to prepare your business for a smoother EOFY and a stronger financial year ahead.
What you’ll learn
This guide breaks down everything you need to confidently manage EOFY, including:
- Why EOFY planning matters, from tax efficiency to improving cash flow and financial visibility
- Key EOFY deadlines to help you avoid penalties and last-minute pressure
- The financial statements you need to prepare, including profit & loss, balance sheet, and cash flow statement
- What you can and can’t claim in your tax return to avoid underclaiming or overclaiming
- Key SME tax incentives, including the instant asset write-off and R&D tax incentive
- Common tax mistakes to avoid when lodging your return or managing GST
- How to manage ATO debt, including when refinancing may improve cash flow outcomes
- How to plan for the year ahead, including budgeting, business structure, and funding considerations
