One Advisory

As the end of financial year approaches, now is the time to get organised (not the week before deadline).

A little preparation now can save a lot of stress later.
Here’s your EOFY checklist to get ahead:

✔ Reconcile your accounts
✔ Review outstanding invoices and payables
✔ Check payroll and superannuation is up to date
✔ Record and categorise all expenses correctly
✔ Review asset purchases and depreciation schedules
✔ Confirm stock takes (if applicable) are completed
✔ Consider any tax planning opportunities before 30 June
✔ Ensure all receipts and supporting documents are stored and accessible

Getting on top of these now means fewer surprises, smoother reporting, and better decision-making at year end.

At One Advisory, we help clients move through EOFY with clarity and confidence - making sure nothing important is missed and opportunities aren’t left on the table.

If you haven’t started your EOFY prep yet, now is the perfect time. Let’s get ahead of it, together.