Financially Sorted

18/05/2026

🎉 Come Join the Fun at Financially Sorted! 🎉

We’re on the lookout for our next Intermediate Accountant… and trust us—you’ll want to be part of this team 🙌

At Financially Sorted, we’re not your typical accounting firm 👇

💬 We actually enjoy what we do
🤝 We support each other (no egos here)
📈 We’re big on growth—both for our clients and our team
☕ And yes… good coffee and cake is a non-negotiable

If you’re ready to ditch the dull and join a team that’s fun, driven, and genuinely cares, this is your sign 👀

✨ Great clients
✨ Supportive culture
✨ Real career progression

📩 Apply now—we’d love to meet you!
https://financiallysorted.com.au/join-our-team-financially-sorted/

14/05/2026

⚠️ Federal Budget 2026–27 — What You Need to Know

Proposed changes to:

🏡 Negative Gearing
📉 Captial Gains Tax
🏡Discretionary Trusts
📊 Instant Asset Write-Off

👉 What this means:
The rules around investing, structuring, and tax planning are shifting — and early planning will be key.

Financially Sorted Founder & CEO, Peter Locandro spent his Tuesday night understand what these changes would mean to our clients and has prepared a summary.

Read our full article: https://financiallysorted.com.au/federal-budget/federal-budget-26-27/

Our team will be giving consideration to the impacts of the budget measures for our clients over the coming months and as more clarification is released our team will continue to keep clients informed.

Summary of the key announcements from the 2026/27 federal budget as announced by Treasurer, Jim Chalmers, 12 May 2026.

09/05/2026

🌷 Happy Mother’s Day to all the amazing mums out there! 🌷

Today, our mums would like to send love and warm wishes to every mother, grandmother, stepmum, and mother figure who makes the world brighter with their care and kindness.

07/05/2026

⏰ EOFY Is Coming Fast — Don’t Miss Your Tax Planning Window

✅ Any tax planning done before EOFY can legitimately reduce your tax bill

With the right planning in place before EOFY, you may be able to:
• Time income and deductions correctly
• Make deductible super contributions
• Realise capital losses
• Prepay eligible expenses
• Improve cash flow and avoid surprise tax bills

⚠️ ATO data‑matching is more sophisticated than ever, so getting the substance, timing and documentation right is critical.

👉 The best time to speak to us is now before 30 June, not after. Early advice can prevent missed opportunities, compliance issues, and unnecessary stress later.

If you want to enter the new financial year confident and compliant, now is the time to act.

📩 Reach out if you’d like help reviewing your EOFY tax position.

Why Year-End Tax Planning is a Must by Financially Sorted | Apr 29, 2026 | Uncategorized | 0 comments By Peter Locandro In Australia, the financial year (also known as the income year) runs from 1 July to 30 June, and your income tax return for that period must reflect all income earned and deductio...

05/05/2026

💡 Why Financial Literacy Matters (Now More Than Ever)

Being honest with yourself about your finances is one of the most powerful steps you can take toward feeling more confident and in control.

Whether you’re just starting out or you’re already well‑versed, understanding the fundamentals of money helps you make better decisions and reach your goals faster.

You don’t need to know everything — you just need to start.
Small habits today lead to stronger financial outcomes tomorrow. 💪

Four Tips to Becoming Financially Literate by Financially Sorted | Apr 29, 2026 | Thought Leadership | 0 comments By Peter Locandro Now, more than ever, it’s worth investing and becoming financially literate. When someone starts discussing finances or bringing up personal questions around how you ...

05/05/2026

📈 Interest rates are up again

The RBA has ligted the cash rate to 4.35%, marking the third rate hike in a row and wiping out last year's cuts.

With rates back to 2024 levels, higher mortgage repayments and ongoing cost-of-living pressures are likely heading into winter.

💬 Not sure what this means for you? Get in touch—we’re here to help.

03/05/2026

⏰ Payday Super is coming — are you ready?

From 1 July 2026, super will need to be paid at the same time as wages. No more quarterly catch‑ups.

✅ Our clients are organised, prepared, and ready to go.
🤔 The question is… are you?

If you haven’t reviewed your payroll processes, cash flow, or super setup yet, now is the time. Getting ahead avoids last‑minute stress, compliance risks, and penalties.

📩 Reach out if you’d like help getting Payday Super sorted — we can make the transition smooth and stress‑free.

01/05/2026

📢 Federal Budget Watch: Big Tax Changes Being Discussed

With the Federal Budget due next week, chatter is building around potential tax reform — and property investors and high‑income earners could be in the spotlight.

A recent tax reform white paper has flagged ideas including:
✅ Lower tax on working income
🏠 Changes to negative gearing and the CGT discount
💼 A minimum tax rate on investment income
💰 More “principled” and stable superannuation tax settings
📊 A budget‑neutral approach — shifting concessions from wealth to work

⚠️ These are proposals — not law — but they give a strong indication of where policy discussions are headed.

👉 Stay tuned — and if you’d like help understanding what this could mean for you, we’re here to help.

Budget Tax Reform on the Agenda by Financially Sorted | Apr 29, 2026 | Government Legislation | 0 comments Source: NTAA Voice Magazine With a Federal Budget due next week, we have heard rumours that changes to our taxation legislation are on the way. A recent white paper released on tax reform propo...

12/04/2026

FAMILY | If something unexpected happened tomorrow, would your family know what to do?

Over 60% of Aussies don’t have an estate plan, leaving loved ones stuck with courts, delays and stress when it matters most. A simple Will, super nominations and power of attorney can save months of hassle and protect the people (and pets) you care about. It doesn’t take wealth — just a bit of preparation.

Start now, because life doesn’t wait.

Update Your Financial Affairs Before It Matters Most by Financially Sorted | Apr 1, 2026 | Financial Planning | 0 comments By Peter Locandro, Financially Sorted CEO Picture this: something unexpected happens, and your family is left trying to piece together your finances — your home, your super, y...

09/04/2026

📅April 2026 – Key Tax Dates to Remember

Don't get caught out this month. A quick check now can save penalties later.

The team are here to make sure you meet your deadlines, get in touch.