Master Your Financial Year Through Strategic Planning Sessions
Join us throughout 2025 for quarterly workshops that help Australian households and small businesses navigate tax deadlines, budget cycles, and financial reporting requirements. We break down complex calendar planning into manageable sessions.
Register for Upcoming SessionQuarterly Financial Planning Workshops
We run these sessions four times a year because financial calendars aren't one-and-done. Tax seasons shift, reporting requirements change, and your business evolves. Each workshop builds on the last while addressing current quarter priorities.
End of Financial Year Preparation Workshop
This one's about getting ahead of June 30th instead of scrambling at the last minute. We map out what documents you'll need, which deductions people commonly miss, and how to organize your records so tax time doesn't turn into a nightmare. Bring your questions about depreciation schedules and superannuation contributions—we've heard them all before.
Tax Planning Document Prep Q4 FocusMid-Year Budget Review and Adjustment Session
Six months in is when you actually know if those January financial goals are realistic or wildly optimistic. We look at where your budget drifted, which categories need adjusting, and how to course-correct before year-end. This session works particularly well for sole traders who need to estimate their tax instalments based on actual performance rather than guesswork.
Budget Analysis Cash Flow Q2 ReviewSpring Financial Health Check Workshop
Spring cleaning for your finances. We cover BAS lodgement strategies, superannuation contribution deadlines, and whether those quarterly payment arrangements are still working for your situation. Good time to review insurance policies and investment allocations before the final quarter rush hits.
Compliance Super Review Q3 Planning2026 Financial Calendar Setup Session
Planning next year's financial calendar while this year is still fresh in your mind makes a real difference. We build your 2026 calendar with all ATO deadlines, quarterly tasks, and monthly check-ins mapped out. You'll leave with a system that actually fits how you work, not some generic template that gets ignored by February.
Year Planning Calendar Setup System BuildingLearn From People Who Actually Work With Financial Calendars Daily
Our workshop facilitators aren't reading from textbooks. They're sorting through tax legislation changes, managing client deadlines, and figuring out ATO systems alongside you. That real-world context matters when you're trying to build a financial calendar that won't fall apart by March.
Thessaly Wainwright
Tax Calendar & Compliance CoordinatorThessaly spent seven years at a mid-sized accounting firm before realizing most client stress came from missed deadlines rather than complex tax laws. She now designs calendar systems that send alerts two weeks before things are due—not the day before—and teaches others to do the same. Her specialty is turning ATO deadline tables into manageable monthly task lists.
Bryony Kellerman
Small Business Budget PlanningBryony runs her own bookkeeping practice and helps about thirty small businesses stay on top of quarterly obligations. She's particularly good at explaining why cash flow timing matters more than most people think—like how paying super early in the quarter affects your working capital differently than paying it at deadline. Her workshops focus on practical scheduling that matches how money actually moves through small businesses.
How We Structure These Workshops
Each session runs about two hours with the first half covering calendar essentials for that quarter and the second half working through your specific setup. We keep groups small—around twelve people—so there's time for actual questions about your situation. You'll get templates and checklists, but more importantly, you'll understand why certain tasks need to happen at specific times. That understanding is what makes the difference between following a calendar and actually using it effectively.
What's Changing in Australian Financial Planning Requirements
The ATO keeps adjusting reporting timelines and digital requirements. Here's what we're watching for 2025 and how it might affect your calendar planning.
Single Touch Payroll Phase Three Rolling Out
STP Phase 3 means more frequent reporting for businesses with employees. Starting mid-2025, payroll information flows to the ATO even faster, which affects how you need to structure your monthly financial tasks. For sole traders thinking about hiring their first employee, this changes your compliance calendar significantly.
The practical impact: your bookkeeping rhythm needs tighter integration with payroll processing. We're adjusting our workshop templates to reflect these new reporting cadences.
Quarterly BAS Due Dates Shifting for Some Industries
Certain industry categories are seeing adjusted lodgement windows as the ATO tries to spread processing loads more evenly throughout the year. If you're in construction, hospitality, or professional services, your Q2 and Q3 deadlines might differ from previous years.
Check your specific category during our March workshop—we'll have the updated deadline tables and help you adjust your calendar accordingly before issues arise.
Digital Record-Keeping Standards Tightening
The ATO's push toward fully digital records continues. By late 2025, several document retention requirements shift from "acceptable paper copies" to "must maintain digital versions." This affects how long you need to keep various records and in what format.
We cover document management systems in our September session, including which cloud storage options meet ATO requirements and which ones create compliance headaches down the track.