6. Financial Activity Calendar

Review your financial Plan to identify which of the following are relevant to you:

Activity
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Reviews Quarterly
 
 
 
 
 
 
 
 
Reviews Annual
 
 
 
 
 
 
 
 
 
 
 
Reviews / Updates Monthly
Superannuation Contribution Review
 
 
 
 
 
 
 
 
SMSF Annual Review & Return
 
 
 
 
 
 
 
 
 
 
BAS for SMSFs
 
 
 
 
 
 
 
 
Risk Insurance Review
 
 
 
 
 
 
 
 
 
 
 
Invoicing
 
 
 
 
 
 
 
 
Personal & Business Tax Returns
 
 
 
 
 
 
 
 
 
 
 
  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec