What You Can Still Do After June 30 and How to Make FY2027 Your Best Year Yet

In the final episode of the 2026 financial year, Julianna explains what still matters at year end and how to start 2027 with financial clarity. She outlines key deadlines: business purchases must be paid for and ready to use by 30 June to claim a deduction, super contributions must be received by the fund by 30 June to be deductible, and payday super begins on 1 July. Julianna challenges the idea that 1 July is a reset, encouraging founders to use 12 months of data to spot seasonal patterns, profitability and unnecessary costs, then set a few meaningful targets and review numbers regularly rather than relying on bank balance.

00:00 Year End Wrap Up

01:28 Last Minute June 30 Moves

04:56 July Is Not A Reset

06:51 What Your Numbers Reveal

08:56 Set Up 2027 For Success

11:35 Define Your Best Year

13:00 Programs And Resources

14:54 Final Thanks And Next Steps

If you are listening to this podcast, chances are you are already on your way to exploring your numbers with a desire to understand and master your business finances, realising the transformative power that numbers hold for your business success.

The EOFY Checklist will be available - if not there yet already - on our website under Resources.

We have a new FREE resource, the GST Saving Checklist, that you can download from here. A simple, practical checklist that walks you through the exact areas to review in your Xero or other accounting file - so you can spot where you may be paying too much GST or missing out on credits you're entitled to claim.