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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.
An updated estimator tool for Advisers will be available in July 2018.
Adviser Guide (PDF 615 KB)
Annual Tax Guide - Investments (PDF 525KB)
Annual Tax Guide - SMSF (PDF 250KB)
Annual Investment Statement Guide (PDF 315KB)
PAYG Guide (PDF 378 KB)
Annual Statement Guide (PDF 362 KB)
FAQs about preparing for end of year.