Important reminders for 2026: what to have on your radar

As we enter the new calendar year and the second half of the financial year, it’s a good time to pause and take stock of what’s ahead.

The following reminders, shared by Abbie Buchholz, Director of Accounting at Advisory Partner, are designed to help you stay informed, prepared, and in control as we move toward year-end.

Tax return lodgement timeframes

For many clients, the tax return lodgement due date is 15 May. If your return hasn’t yet been finalised, now is the right time to ensure everything is on track.

This may include:

Making sure your records are up to date
Allowing time to gather any missing information
Confirming the specific lodgement dates that apply to you

If you’d like a lodgement checklist or support pulling everything together, our team is happy to help.

Looking ahead: tax planning in April and May

While year-end may still feel some way off, early conversations can make a real difference.

Abbie encourages clients to start thinking about tax planning in April and May, when there’s time to:

Understand your current position
Identify opportunities worth considering
Avoid rushed, last-minute decisions

Even a simple discussion can provide clarity and help you move forward with confidence.

If you have questions about your tax position or would like to plan ahead, the Advisory Partner team is here to support you with practical, down-to-earth advice.