THE ADVISER MONTHLY | June 2026

VOLUME IV. ISSUE 6

EOFY Success: Final Steps Before 30 June

Welcome to the June Edition of The Adviser Monthly!

The rules of wealth building in Australia just changed more than they have in a generation. Here’s what’s worth reading before 30 June. As we move into the final stretch, this is a natural point to step back, get organised, and bring the financial year to a close in a steady, considered way.

With recent Federal Budget updates and ongoing cost‑of‑living conversations, many people are taking a closer look at their finances — what’s in place, what still needs attention, and what they want the next financial year to look like.

This month’s selection focuses on practical EOFY priorities: reviewing super contributions, understanding key Budget changes, checking how investments are taxed, and thinking through the actions that can help you start the new financial year with direction.

At Make Work Optional, we’re here to help you use these final EOFY weeks well — bringing the year to a close with clarity and setting your plans up for what comes next.

Take a few minutes to explore this month’s articles below.

The ultimate superannuation EOFY checklist 2026

A practical EOFY checklist covering contribution timing, caps, and key super tasks before 30 June. A helpful guide to make sure the essentials are in place before the financial year wraps up.

At a glance: Budget 2026

A concise summary of the latest Federal Budget, outlining key priorities around tax changes, cost‑of‑living measures, and broader economic direction — useful context for understanding the year ahead.

Federal Budget 2026: Implications for property, capital gains and trusts

An overview of the proposed changes to capital gains tax, property settings, and trust structures. Particularly relevant for investors thinking about how the rules may evolve from 2027 onwards.

Econosights: Is Australia a rich country?

A broader look at Australia’s economic position, exploring wealth, income, and living standards — and how they connect to the financial choices individuals make over time.

Capital Gains Tax explained

A straightforward explanation of how CGT works, when it applies, and how gains are calculated — useful for anyone reviewing investment performance or planning ahead.

EOFY tips for retirees

A practical guide focused on retirees, including pension considerations, withdrawals, and key areas to review before year-end to stay aligned with longer-term retirement plans.

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