
Julianna discusses year-end financial strategies and how to prepare for a successful 2027.
In the final episode of the 2026 financial year, Julianna explains what still matters at year end and how to start 2027 with financial clarity. She outlines key deadlines: business purchases must be paid for and ready to use by 30 June to claim a deduction, super contributions must be received by the fund by 30 June to be deductible, and payday super begins on 1 July. Julianna challenges the idea that 1 July is a reset, encouraging founders to use 12 months of data to spot seasonal patterns, profitability and unnecessary costs, then set a few meaningful targets and review numbers regularly rather than relying on bank balance. 00:00 Year End Wrap Up 01:28 Last Minute June 30 Moves 04:56 July Is Not A Reset 06:51 What Your Numbers Reveal 08:56 Set Up 2027 For Success 11:35 Define Your Best Year 13:00 Programs And Resources 14:54 Final Thanks And Next Steps If you are listening to this podcast, chances are you are already on your way to exploring your numbers with a desire to understand and master your business finances, realising the transformative power that numbers hold for your business success. The EOFY Checklist will be available - if not there yet already - on our website…
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