58 End Of Financial Year Checklist: Super, Tax Deductions and What Not to Miss Before June 30 episode artwork

EPISODE · Jun 14, 2026 · 58 MIN

58 End Of Financial Year Checklist: Super, Tax Deductions and What Not to Miss Before June 30

from Her Money Matters · host Naomi Holmes

The end of the financial year is an important point on the Australian calendar and most of us let it pass without making the most of our possible tax deductions.   In this episode, Naomi and Helene break down five superannuation strategies you can action before June 30, plus a quick-fire checklist of tax deductions worth having on your radar. The focus? Super, as it is a great tax-effective investment option available to everyday Australians, and the EOFY window is a great opportunity to review whether you have the ability to increase your contributions and get a tax benefit at the same time. Whether you have taken a career break, are self-employed, or simply haven't looked at your super in a while, there is something in here for you — and it could potentially save you thousands. In this episode we cover: How to make the most of your concessional contributions cap before June 30 The carry-forward rule — and why it is particularly powerful for women who have taken career breaks Personal deductible contributions and the spouse super top-up strategy The Government Co-contribution strategy and how you could get $500 for nothing (so long as you are eligible 😊) A quick-fire checklist of other deductions to have on your radar before the year closes If this episode was useful, please share it and leave us a review on Apple Podcasts or a follow on Spotify — it genuinely helps more women find us. DISCLAIMER The information shared in this episode is general in nature and does not take into account your personal objectives, financial situation, or needs. Before acting on any information discussed, please consider whether it is appropriate for your circumstances and seek advice from a licensed financial adviser. This episode is proudly supported by NGS Super.

Episode metadata supplied by the publisher feed · Published Jun 14, 2026

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58 End Of Financial Year Checklist: Super, Tax Deductions and What Not to Miss Before June 30

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