Citrine Advisory

Citrine Advisory Welcome to Citrine Advisory, where number-crunching wizards bring a touch of magic to the realms of all things Accounting.

June is here… and EOFY is officially around the corner. 👀This is the time where small actions can make a real difference...
03/06/2026

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 differenc...
27/05/2026

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 20...
20/05/2026

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! 🤝

A lot of people think tax planning starts in June…but the smart ones start in May. 👀With FY25 tax returns due by 15th of...
13/05/2026

A lot of people think tax planning starts in June…but the smart ones start in May. 👀

With FY25 tax returns due by 15th of May 2026 for many taxpayers, this is the perfect time to not only lodge, but actually review your position.

Because EOFY isn’t just about submitting numbers. It’s about understanding them.

We often see businesses rush their returns without asking the bigger questions:

Are you structured properly? 📊
Are there opportunities you’re missing? 📈

Good tax planning isn’t reactive, it’s proactive. 📅

At Citrine Advisory, we help clients move beyond “just lodging” and into smarter financial decisions.

If you’re ticking off your tax return this month, it might be the perfect time to start planning too! 🤝

With Q3 BAS due on 25th of May 2026, this is usually where a few common EOFY mistakes start to show up! 👀We often see th...
06/05/2026

With Q3 BAS due on 25th of May 2026, this is usually where a few common EOFY mistakes start to show up! 👀

We often see things like:
– Missing or duplicated expenses
– Unreconciled transactions
– GST reported incorrectly

On their own, they seem small. But over a full financial year, they can significantly impact your tax position.

This is why BAS isn’t just compliance; it’s a checkpoint.

📊 Are your numbers clean?
📅 Are your records up to date?
📉 Are there issues building up?

Getting BAS right now makes tax planning far more effective in the coming weeks.

If things feel a little messy behind the scenes, this is the perfect time to get support and reset. 👍

As we move deeper into the final quarter of the financial year, FBT and tax planning deserve a spot on your priority lis...
29/04/2026

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. 🤝

Monthly reconciliations might not be glamorous...but they make a huge difference behind the scenes.Keeping your bank acc...
22/04/2026

Monthly reconciliations might not be glamorous...but they make a huge difference behind the scenes.

Keeping your bank accounts and transactions tidy and up to date allows your accountant to focus on advice, not admin clean-up.

It also makes IAS, BAS, tax planning, and FBT far easier to manage.

When reconciliations are delayed, everything else tends to pile up.

📊 Clear data
📅 Faster reporting
🤝 Better insights

We encourage our clients to stay consistent with reconciliations so nothing becomes overwhelming.

If you’re feeling behind, our team can help get things back on track. 💬

15/04/2026

Ever feel like BAS and IAS deadlines just quietly sneak up on you? 👀

March was all about building better compliance habits...from staying on top of your IAS lodgements to preparing for Same Day Super and keeping reconciliations tidy. Because the reality is, small monthly habits prevent bigger financial headaches later.

With GIC no longer tax-deductible, late lodgements now cost more than they used to. And with upcoming ATO changes around super timing, payroll and reporting need to be more aligned than ever.

That’s why we keep talking about consistency.

📄 Know your IAS deadlines
🕒 Stay ahead of super changes
📊 Keep reconciliations current

It’s not about doing everything perfectly...it’s about staying informed and organised.

If you’re unsure where you stand with your BAS, IAS or upcoming ATO updates, our team is here to help you move forward with confidence. 🧡

Super deadlines are creeping closer, and the rules around timing are tightening. 🕒Your Q3 superannuation payment is due ...
08/04/2026

Super deadlines are creeping closer, and the rules around timing are tightening. 🕒

Your Q3 superannuation payment is due on 28th of April 2026, and paying on time is more important than ever.

With Same Day Super on the way, employers are being nudged toward paying super closer to payday.

That means habits matter...and getting organised now will save a lot of trouble later.

Late super can lead to extra reporting, interest, and admin fees that no one enjoys.

📅 Timely payments
📋 Clean records
😌 Fewer surprises

If you want help reviewing your super processes or staying on track, our team is ready to support you! 🤝

April has arrived, but there’s one March task you don’t want to overlook. 👀If you lodge monthly, your March IAS is due o...
01/04/2026

April has arrived, but there’s one March task you don’t want to overlook. 👀

If you lodge monthly, your March IAS is due on 21st of April 2026, covering PAYG instalments and other reporting obligations.

With GIC no longer tax-deductible, late lodgements can cost more than they used to, making timing more important than ever.

Getting this sorted early helps keep cash flow predictable and stress levels low.

📄 Accurate reporting
⏰ Lodged on time
📊 No unnecessary interest

That’s exactly what we help with. We keep IAS lodgements clear, compliant, and on schedule.

If you’d like support with your March IAS, send us a message...we’re here to help. 💬

Address

Suite 122, 101 Moray Street
Melbourne, VIC
3205

Opening Hours

Monday 9am - 5pm
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