Year-End Financial Planning Strategies for Australian Businesses

Maximize tax efficiency and set your business up for success in the new financial year with expert planning strategies

Graham Chee
Graham CheePrincipal Advisor & Founder
FCPA
GRCP
GRCA
IAIP
IRMP
ICEP
IAAP
Published 12 January 2026
Expert Content Verification

Content reviewed and verified by Graham Chee, with 25+ years in accounting, taxation, investment management, governance, risk & compliance.

Why Year-End Financial Planning Matters

As the financial year draws to a close, strategic planning becomes crucial for Australian businesses. Effective year-end financial planning can help you minimize tax liabilities, optimize cash flow, and position your business for growth in the coming year. Our comprehensive approach ensures you don't miss critical opportunities before June 30.

Key Year-End Planning Strategies

Our Year-End Planning Process

Benefits of Professional Year-End Planning

Common Year-End Planning Questions

About the Author

Graham Chee

Graham Chee, FCPA, GRCP, GRCA, IAIP, IRMP, ICEP, IAAP

Principal Advisor & Founder

Graham Chee is a highly qualified business advisor with over 25 years of professional experience spanning accounting, taxation, investment management, governance, risk, and compliance. As a Fellow of CPA Australia (FCPA), Graham brings deep technical expertise combined with practical business acumen. His qualifications include Governance Risk and Compliance Professional (GRCP), Governance Risk and Compliance Auditor (GRCA), Integrated Artificial Intelligence Professional (IAIP), Integrated Risk Management Professional (IRMP), Integrated Compliance and Ethics Professional (ICEP), and Integrated Audit and Assurance Professional (IAAP). Graham has advised hundreds of Australian SMEs on strategic planning, succession, business valuation, and compliance matters, helping business owners build sustainable, valuable enterprises.

Areas of Expertise:

Strategic Business Advisory
Taxation Planning & Compliance
Business Valuation
Succession Planning
Investment Management
Governance & Risk
Regulatory Compliance
Financial Reporting
Experience: 25+ years in accounting, taxation, investment management, governance, risk & compliance

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