EOFY in 30 Minutes: Your Quick Pre-30 June Checklist | Prime Partners

The end of the financial year arrives faster than expected, and this year matters more than most. Several opportunities expire permanently on 30 June 2026, and the Federal Budget reforms mean some long-standing strategies need a rethink before the new rules commence. In 30 minutes, James Carey walks through twenty practical actions to check off before 30 June, covering: • Superannuation contributions, the final year for 2020-21 catch-up amounts, and timing before caps increase on 1 July • Rental property deductions and the Budget's negative gearing changes • Capital gains positioning under the new CGT rules • Work-related deductions and the records the ATO now expects • Deductible payments worth bringing forward, including charitable giving and income protection • Quick wins most easily missed in a busy June Prime Insights is the monthly webinar series from Prime Partners, the North Sydney chartered accounting firm working with mid-market business owners, family enterprises, and SMSF trustees across Australia. Register for upcoming sessions at pp.tax/live-events. Subscribe to this channel for new webinar recordings each month. #EOFY #PersonalTax #FinancialYear #PrimeInsights #PrimePartners