2025 Financial Year-End Checklist

Prepare with clarity before June 30.

This printable checklist helps you take control of your finances with confidence — covering superannuation, tax strategies, insurance, goal setting, and estate planning. Whether you're a busy professional or a business owner, this tool supports your year-end review with practical prompts and actionable guidance.

✔️ Easy-to-follow structure with checkboxes for progress tracking
✔️ Designed for intentional, long-term planning
✔️ A calm and structured way to close the financial year

Download it, reflect, and reset — 60 minutes of focus now saves hours of stress later.

No Advice Warning / General Advice

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Earnest InvestSmart strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Earnest InvestSmart website do not take into account the investment objectives, financial situation, or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment, or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.