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Tax Time Follow-Up: Statements, Refunds, and Deductions

September 2025 | Newsletter 26

As we approach the final stages of tax season, it’s a great time to complete your 2024–25 tax return if you haven’t already and if applicable. While lodging a tax return is a legal requirement for most working Australians, some individuals – such as those receiving certain pensions – may not need to complete a return.

Regardless, your tax return is more than just a formality – it’s an important part of managing your overall financial wellbeing.

Get Your Tax Refund Sooner
If too much tax has been withheld from your salary, pension, or investment income during the year, lodging your return is the only way to receive that money back.

READ THE FULL SEPTEMBER NEWSLETTER