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Tools and resources to help you prepare for financial year end.
We know the end of financial year is a busy time for advisers and clients. Panorama has a suite of tools and resources to help you prepare.
Our calendar displays the current estimated dates for year end statements.
Our transaction cut-off dates are available to help you stay on track for year end.
Advisers can access the Estimator Tool here.
Adviser Guide (PDF 615 KB)
Annual Tax Guide - Investments (PDF 495KB)
Annual Tax Guide - SMSF (PDF 425KB)
Annual Investment Statement Guide (PDF 315KB)
PAYG Guide (PDF 378 KB)
Annual Statement Guide (PDF 362 KB)
FAQs about preparing for end of year.