Every year, without fail, the final weeks of June carry a disproportionate share of the year’s work. We’ve tracked this across three years of data in our network, and the pattern is consistent enough that it’s worth sharing.
The firms that prepare early have a meaningfully better experience than those who don’t.
The numbers don’t lie
Last year, 35% of all the depreciation schedules we delivered for the entire year were completed between 1 June and 30 June. That’s more than a third of annual volume in a single month, and it doesn’t spread evenly.
Anything that isn’t planned or briefed in advance tends to land in that final week alongside everyone else’s urgent work. The earlier you move, the smoother it goes for you and for your clients.
Three things worth doing this week
- Brief any outstanding jobs by Friday.
If you have properties to schedule and haven’t briefed them with us yet, this week is the right time. Capacity tightens through June. - Check your transacting clients’ CGT position.
For any client with a property settling before 30 June, a depreciation schedule is part of a complete CGT cost-base calculation. If one isn’t in place, that’s worth addressing now rather than after settlement. - Map out how you’ll communicate with clients in the final week.
How will each client know their filing is on track? Even a simple checklist drafted now removes a lot of stress when the volume peaks. It’s worth having that plan before you need it.
One date to check
The 5 June concessional lodgement date applies to a specific group: clients who were eligible for the 15 May deadline but received a deferral. It doesn’t apply broadly, but if any of your clients fall into this category, confirm the details on the ATO’s Lodgement Program Due Dates page.
The specifics shift each year, so the portal is the most reliable place to check.
We’re here and we’re ready.
At TDA, we’ve resourced appropriately for EOFY and have capacity to support your clients during this busy period. Don’t leave it to the final week.
Brief your jobs now and we’ll take it from there.
