Wright Partners

SPRING CLEAN YOUR FINANCES 🌱

Spring is here, and while you're cleaning out the cupboards, it might also be time to give your finances a tidy-up!

A few things to add to your financial spring-cleaning checklist:

🧾 Make sure your bookkeeping is up to date
💰 Follow up outstanding invoices
📊 Review how your business is tracking against your budget
💳 Check recurring subscriptions and unnecessary expenses
📁 Organise receipts and important financial records
🎯 Review your financial goals for the year ahead

A little organisation now can save a lot of time (and stress!) later.

Need a hand getting your business finances in order? Get in touch with our team.

📅 Tax season is here!

Whether you're an employee, investor, sole trader or business owner, we're here to make tax time simple.

📞 Contact us today

The Reserve Bank of Australia (RBA) has confirmed that all surcharges on credit and debit card payments — across eftpos, Mastercard and Visa — will be banned from 1 October 2026.

Ending card surcharges: What you need to know before 1 October 2026 This represents one of the most significant updates to Australia’s payments landscape in years and will have a direct impact on businesses and consumers.

📅 It's July—but tax planning for next year's return starts today.

The best tax outcomes come from planning throughout the year, not scrambling in June.

Let's build a strategy that works for you.

🚫 Five mistakes we see every new financial year:

• Waiting until June to think about tax
• Mixing personal and business expenses
• Not keeping records
• Missing super deadlines
• Assuming last year's strategy still works

Planning now puts you in a much stronger position.

Business owners:

The new financial year is the perfect opportunity to review:
• Pricing
• Cash flow
• Profit margins
• Payroll
• Business goals
• Tax planning

Success starts with good financial habits.

The new financial year is the perfect time to:
✔️ Review your tax withholding
✔️ Update your payroll (if you're an employer)
✔️ Check your business structure still suits your needs
✔️ Review your insurance and asset register

Small changes now can save headaches later.

📈 New Financial Year. New Goals. New Opportunities.

The start of a new financial year is a chance to reset, refocus, and build momentum for the months ahead.

Take time to:
✅ Review your business goals
✅ Set realistic financial targets
✅ Plan for growth
✅ Monitor your cash flow

Small actions today can lead to significant results tomorrow.

Let's make this your best financial year yet.

Happy EOFY! Or as we like to call it the Accountant's New Year's Eve 🥳!

Are You Missing Out on Legitimate Tax Deductions?

Every year, businesses miss opportunities by:
❌ Forgetting to keep receipts
❌ Claiming personal expenses incorrectly
❌ Missing vehicle logbook requirements
❌ Overlooking home office expenses

Good record-keeping is the foundation of a successful tax return.

Not sure what you can claim? Speak with our team before EOFY.