Citrine Advisory

Ever opened Xero, looked at your numbers, and just felt like something's off? You can't quite explain it, but you don't fully trust what you're seeing.

That's not a "you're bad with numbers" problem. It's almost always a setup problem.

Most Xero frustration comes down to how it was set up in the first place, rushed, left on default settings, done once and never looked at again.

In our latest blog we break down what proper setup actually looks like. Getting your chart of accounts to reflect your business instead of a generic template. Bank feeds that actually get reconciled. The tax codes almost nobody checks.

As Xero Gold Partners, this is what we do, day in day out. If Xero's never quite felt right for your business, get in touch and we'll sort it properly.

Super is now part of every pay run, not just quarterly. If your payroll hasn't caught up with the new rules yet, this one's for you.
👉 https://www.citrineadvisory.com.au/blog/payday-super

If you operate through a family trust, this is your reminder not to leave distribution resolutions until the last minute. 👀

Trust distribution decisions generally need to be made by the 30th of June, and rushing the process can create unnecessary pressure right at EOFY.

This is one of those areas where timing, structure, and documentation all matter.

We often see business owners focus so heavily on day-to-day operations that EOFY planning gets pushed aside until it suddenly becomes urgent.

A little preparation now can make the entire process much smoother.

📄 Clear resolutions
📊 Better visibility
📅 More time to plan properly

The earlier these conversations happen, the more flexibility you usually have around your overall tax position.

If trust distributions are part of your EOFY planning this year, now’s a great time to get things organised! 🤝

This is one of the busiest stretches of EOFY...and a few key deadlines are lining up! 👀

Your May IAS is due on June 21st, followed by:
– FBT Annual Return on June 25th
– Trust Distribution Resolutions by June 30th

Each one plays a role in your overall tax position, and missing details here can have flow-on effects.

FBT needs accurate review of benefits. Trust distributions need clear, timely decisions. IAS needs to be lodged properly and on time.

📄 Compliance handled
📊 Decisions made early
📅 No last-minute pressure

This is where having the right support really matters.

If you’re navigating multiple deadlines this month, we’re here to help keep everything clear and on track! 🤝

We’re proud to be partnering with Something Tech 2026! 🌍🤝

It’s a two-day event bringing together founders, operators, and forward-thinkers who are actively building what’s next.

This year’s theme, Shaping the Paradox Era, is one we resonate with, especially in business.

Because today, it’s not just about growth. It’s about balancing speed with clarity, automation with intention, and innovation with real-world impact.

As advisors, we see this every day. Businesses are navigating complexity, making decisions faster, and trying to stay grounded while scaling.

Events like this create space for those conversations to happen properly.

🎤 Panels, tech talks, networking, and hands-on experiences
📍 27–28 August 2026 | Brisbane

If you’re building, leading, or simply curious about where things are heading, this is one worth being in the room for.

You can explore tickets and get involved here:
🔗 https://shorturl.at/JROsm

See you there!

June is here… and EOFY is officially around the corner. 👀

This is the time where small actions can make a real difference to your final tax outcome.

The businesses that feel confident at year-end usually aren’t doing more, they’re just more prepared.

That means having your records up to date, understanding your numbers, and knowing where you stand before the 30th of June.

It also means catching opportunities early, not scrambling to find them later.

📊 Clean books
📅 Clear position
📈 Better decisions

EOFY doesn’t need to feel rushed or reactive; with the right approach, it can actually feel controlled.

If you’d like support getting everything in order before the deadline hits, we’re here to help. 🤝

If you’ve just wrapped up your IAS, BAS, and super deadlines, well done! 👏

Now’s the part that actually makes a difference.

With your numbers up to date, you’ve got a clear view of where your business stands heading into EOFY.

This is your window to plan before June gets busy and options start to narrow.

📊 Review your position
📅 Identify opportunities
📈 Make informed decisions

Strong tax planning isn’t rushed. It’s done early, with clarity.

If you want to head into EOFY feeling prepared (not pressured), we’re here to help. 🤝

This week is a big one for business owners, and it’s not just about deadlines...👀

Your April IAS is due on 21st of May 2026, followed closely by:
– Q3 BAS on 25th of May
– Super payments due on 28th of May

That’s a lot in a short window!

But more importantly, this is your last real window to plan properly before EOFY.

With GIC no longer tax-deductible and Same Day Super on the way, getting things right now matters more than ever.

📄 Compliance sorted ✅
🕒 Super paid ✅
📊 Numbers reviewed ✅

This is where strong tax planning can make a real difference, not just for this year, but for what comes next.

If you want clarity before June hits, now’s the time to have that conversation! 🤝

As we move deeper into the final quarter of the financial year, FBT and tax planning deserve a spot on your priority list.

April is a great time to review benefits, structures, and strategies before deadlines arrive.

Early planning gives you options. Leaving it late often limits them.

FBT reviews work best when there’s time to identify benefits, check records, and plan properly.

📑 Fewer surprises
📈 Better outcomes
📅 Less pressure later

We’re offering FBT and tax planning support throughout April and May, with delivery through to June.

If you’d like to get ahead while things are still manageable...our team is here to help. 🤝