The year,in goodtime.
The dates that matter to private clients and family groups, a checklist for tax time and a few short guides.
Key dates
July toJune.
Usual lodgement dates for 2026–27. Choose who you'd like to see; the next date is marked.
July2026
- 14STP finalisationEmployers finalise the year's payrollBusiness
- 28Q4 activity statementApril to June, lodging yourselfBusiness
- 28Final quarterly superApril to June, before Payday SuperBusiness
Nothing for this filter.
August2026
- 25Q4 activity statementThrough a registered agentBusiness
- 28Taxable payments reportContractor payments, year to 30 JuneBusiness
Nothing for this filter.
September2026
A quiet month.
Nothing for this filter.
October2026
- 28Q1 activity statementJuly to SeptemberBusiness
- 31Individual returnsLodging yourself, or join an agent's listIndividuals
Nothing for this filter.
November2026
- 25Q1 activity statementThrough a registered agentBusiness
Nothing for this filter.
December2026
A quiet month.
Nothing for this filter.
January2027
A quiet month.
Nothing for this filter.
February2027
- 28Q2 activity statementOctober to DecemberBusiness
- 28SMSF annual returnNewly registered fundsSuper funds
Nothing for this filter.
March2027
- 31Larger client returnsSome individuals, trusts and companiesIndividuals · Trusts and companies
Nothing for this filter.
April2027
- 28Q3 activity statementJanuary to MarchBusiness
Nothing for this filter.
May2027
- 15Individual and trust returnsMost clients of a tax agentIndividuals · Trusts and companies
- 15SMSF annual returnMost funds, through an agentSuper funds
- 26Q3 activity statementThrough a registered agentBusiness
Nothing for this filter.
June2027
- 5Some individual returnsAgent program, where eligibleIndividuals
- 25FBT returnThrough a registered agentBusiness
- 30Distribution resolutionsTrustees decide who receives incomeTrusts and companies
- 30Super contributionsReceived by the fund this yearSuper funds · Individuals
Nothing for this filter.
Example dates: confirm against the ATO's current calendar. Dates that fall on a weekend or public holiday move to the next business day, and a tax agent's lodgement program may give later dates. From 1 July 2026, employers pay super with each payday.
Tax time
Before yousend.
What to gather for the year's returns. Your ticks stay in this browser; the list prints on one page.
0 of 16 gathered
Guides
Short notes,plainly.
General information, dated and reviewed each July. It doesn't take your circumstances into account.
Trust distributions before 30 June
Trustees of a discretionary trust generally need to decide who receives the year's income by 30 June, and record it in a written resolution. Leave it late, or get the wording wrong, and the trustee can be taxed at the top rate. We draft the resolutions in May, after the year's numbers are estimated, and you sign them in June.
Reviewed October 2026 · sample date
Division 7A, in plain terms
Money taken from a private company by a shareholder or their family can be treated as an unfranked dividend unless it is repaid or put under a complying loan agreement by the company's lodgement day. We keep a register of every loan, prepare the agreements and remind you of minimum yearly repayments.
Reviewed October 2026 · sample date
Payday Super for family businesses
From 1 July 2026 employers pay super with each payday rather than each quarter. For a family business, that means a line for super in every pay run and a little less cash on hand between quarters. We set it up in the payroll software and check the first few runs.
Reviewed October 2026 · sample date
Keeping records for capital gains
When you sell an investment property, shares or crypto, the gain depends on the cost base: what you paid, and the costs of buying, holding and selling. Keep those records for five years after the sale. We hold a cost-base register for every asset in the family group.
Reviewed October 2026 · sample date