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Important Dates 2016

January February March April
  • New Year’s resolutions!
  • Review salary packaging summary to maximise your fringe benefits
  • Contact financial planner to review plans for new year
  • Prepare financials for new SMSF (**due 15 Feb**)
  • New positions usually start and so you should be revisiting your budget and regular savings plans
  • Review income protection to reflect new income level
  • Submit BAS for Dec quarter
  • Maximise fringe benefits (**due 31st Mar**)
  • Check progress on year end goals
  • Set salary packaging arrangements for new FBT year
  • Submit your BAS for ABN income in the March quarter
  • Prepare financials for existing SMSF (**due 15 May**)
  • Start planning for end of year tax
May June July August
Year-end tax planning

  • Review super contributions to maximize contributions
  • Review entity distributions
  • Look at prepaying expenses
  • Look at delaying ABN income
  • Check www.highlandfinancial.com.au to see if changes to the Federal Budget affect you
  • Pay your top up contributions to super before June 21
  • Review Business Insurance agreements and ensure circumstances are current
  • Check progress on year end goals
  • Chase up group certificates and start getting ready for your tax return
  • Contact accountant arrange time to complete the return in Aug/Sept
  • Set new salary sacrifice arrangements for super if required
  • Submit BAS for Jun quarter
  • Lodge your tax return
  • Plan for year-end holidays and make arrangements
September October November December
  • With the receipt of your tax refund it is a good time to review your current situation and review your current borrowings and leverage.
  • This is a time to consider possible investments or savings plans for dependants
  • A great time to rethink expenditure for coming year
  • Check progress on year end goals
  • Submit BAS for Sep quarter
  • Review your estate plan and nominated superannuation beneficiaries as you run into the Christmas period
  • Have an enjoyable holiday season
  • Celebrate achievement of year end goals
  • Goals &Lifestyle
  • Financial Planning
  • SMSF
  • Tax planning


As you can see there is a financial activity that falls in every month, which means you spread out your financial decision making and break it down into bite sized pieces. This not only makes the process of good financial management less intimidating but also allows you to focus on the key issue for the month, in the right month!

A good accounting and financial planning relationship will address all of these issues and provide you the support to make the right decisions.

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“My sole purpose is to help clients achieve their financial and lifestyle objectives. To get them from where they are today to where they want to be – as safely and securely as economically possible” Chris Wren
Contact Us

12 Delta St
Eatons Hill QLD 4037
0406 534 233
Highland Financial Pty Ltd
Corporate Authorised Representative
Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595
Australian Financial Services Licence No. 247 429
Level 5, 4 Martin Place
Sydney NSW 2000

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.
Copyright© 2014 Highland Financial

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