Kadota Annual Newsletter 2026 / 2027 Financial Year

Welcome to the 2026/27 financial year.

Over the past year, we have continued to invest in our people, technology, and processes to improve the experience we deliver to our clients. The successful integration of our accounting and advisory teams has strengthened our ability to provide a broader range of services, while maintaining the personal relationships and responsive service that our clients value.

Gavin Tracey has now completed his first year as a Partner and has already made a significant contribution across our accounting and advisory services. With extensive experience working with privately owned businesses and complex client needs, Gavin has brought valuable technical expertise, fresh perspectives, and additional capacity to support our clients.

We have also welcomed Jennifer Matusiak into the newly established role of Human Resources Manager. Jennifer has played an important role in supporting our people, strengthening our culture, and helping us attract, develop and retain high-quality team members. Her work behind the scenes has allowed our leadership team to focus more time on client outcomes while ensuring we continue to build a supportive and professional environment for our staff.

Our experienced team remains committed to supporting you across all areas of taxation, accounting, business advisory, lending, wealth creation, and financial planning. Whether you are an individual, family, investor, or business owner, we are here to help you make informed decisions and take advantage of opportunities as they arise.

A Few Personal Highlights From Around Kadota

As we reflect on the past year, we’re reminded that while business is important, it’s the people and relationships behind it that matter most.

It’s been a particularly exciting year for Gavin Tracey and his partner Jess, who recently welcomed their baby boy, Connor, into the world. We know many of our clients have already had the pleasure of working with Gavin over the past 12 months, and we’re thrilled for them as they begin this exciting new chapter as a family.

There is more exciting family news on the horizon, with Stephanie Tipping and her family eagerly awaiting the arrival of their newest addition, due in November. We know many clients know Stephanie well, and we’re all looking forward to celebrating with her later in the year.

Adam also celebrated a significant milestone recently, marking his 50th birthday with a well-earned family holiday through Europe. It was a wonderful opportunity to spend quality time together and create lifelong memories before returning refreshed and ready for another busy financial year.

August sees Andrew and Adam travel to Vietnam to spend time with our offshore team. Over recent years our Vietnamese team members have become an integral part of the Kadota family, helping us deliver better outcomes and greater efficiency for our clients.

This year also marks a major milestone for Kadota as we celebrate our 10th birthday in November. To celebrate this milestone, our team will be heading to the Sunshine Coast later this year, where we’ll take the opportunity to reflect on how far we’ve come, celebrate our achievements, and look ahead to the exciting opportunities that lie ahead for the next chapter of the Kadota story.

As we begin this financial year, there are several important areas that we encourage clients to focus on:

Ensuring records and documentation are maintained throughout the year.
Reviewing business performance and cash flow strategies.
Maximising available tax deductions and concessions.
Considering superannuation contribution opportunities.
Managing investment and capital gains tax implications.
Staying informed of legislative and compliance changes.

Personal Super Contributions

If you are planning to claim deductions for personal super contributions there are some key things that you must do.

1) Submit a “Notice of Intent” to claim a deduction for personal contributions

Click here to access a Notice of Intent form

2) Receive an “Acknowledgment” back from your Superfund, confirming that they have processed your notice of intent

3) Provide the Acknowledgment to your accountant.

Super Guarantee Contribution Payments

From 1 July 2026, employers need to pay superannuation contributions at the same time they pay their employees’ wages. employers will need to pay employees’ super contributions at the same time they pay their salary or wages so that the contributions reach the employees’ nominated account within 7 business days.

How to send your tax info to us

If you have simple tax affairs or difficulty finding time for an appointment, you can provide us your documents by:

Dropping them off at reception
Sending them into us via mail or email
Uploading them to us via our secure Online Client Portal. If you’d like to be set up on our client portal this year, give us a call and we’ll walk you through the process.

If you prefer to have a one-on-one meeting with your accountant at the end of financial year, please bring all relevant documentation with you to your appointment.

Call us on 1300 523 682 to book a time.