3 things you might have left off your EOFY to-do list

Published: 13 Jun 2023


With EOFY fast approaching, you probably have a lot on your mind. Usually, it’s at this time of year that clients need more guidance and support than ever, which means your to-do list gets much longer!

Alongside client work, you need to get your own affairs organised for the end of this financial year. And while tax returns, deductions and reporting might be front of mind, there are other things to consider.  

So, while we’re sure you’ve got your client responsibilities under control (go you!) here are three top things you might have forgotten to do for yourself, to finish out your financial year on a high note and set yourself up for future success.

1. Complete your CPD requirements before 30 June

We know you’ve been working to complete your CPD hours throughout the year, but let’s face it – we’ve all been busier in the last twelve months. If you still need a few CPD hours to meet your requirements and ensure you’re up-to-date on all the latest in tax analysis, it’s time to get going!

Not sure where to start? We’ve just released a new selection of on-demand event packages, giving you access to session recordings and materials from recent events in different areas of tax. Just choose which ones are relevant to you and then work your way through the insights in your own time.

Newly available on-demand from our most recent events:

  • National Resources Tax Conference
  • Noosa Tax Convention
  • Private Business Tax Retreat
  • Financial Services Taxation Conference
  • Tax Disputes Masterclass
  • Superannuation Intensive

2. Use up the L&D budget before 30 June and set up your career goals for next year

You work hard for your clients at EOFY – but don’t forget to think about your own learning and development opportunities as well!

Tax is an ever-changing discipline, and it’s so important to continually update your understanding of the areas you work in. Hearing others’ opinions, analysis and interpretation of the latest developments in legislation, case law and regulatory guidance can give you advantages when tackling client problems. And one of the best ways to do that is to attend a professional development event.

If you have Learning and Development budget left over this EOFY, why not think ahead and spend it on CPD for the future? Before 30 June, you can snag tickets to some of our upcoming 2023 events at super early bird prices – up to $400 off the regular ticket price. Newly open for registration at super early bird prices are:

Other events happening soon:


3. Recognise your team’s hard work by investing in their growth

If you’re managing a team, make sure you take the time to thank them for the work they’ve put in over the last twelve months.

One of the best ways to reward your team is to invest in them and their futures. This is not only a great thing for your team, but a win for you too – studies show teams are more productive, happy and motivated when their manager or company invests in their future.

Show your team you support them by booking them tickets to an event, purchasing an on-demand package for them in an area of interest or development, or enrolling them in structured education to help hit their next big career milestone.