ANNA Money June Newsletter
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While ANNA Money doesn’t currently support financial statement preparation or income tax return preparation, you can request a Bookkeeping Statement via chat once the financial year ends and share it with your external accountant. We recommend quickly reviewing your transaction categories and GST treatment first to ensure everything is up to date.
The statement records your key bookkeeping data in one place, including transaction details, GST, notes, and evidence links.
We’ve also created a simple EOFY guide to help you stay organised and tax-ready: EOFY Survival Guide for Australian Small Businesses
An RNN applies when a tax return is not required for a financial year, typically where you have not started operating your business (i.e. no income or expenses). We can help you lodge an RNN for your company. Just drop a message in the chat and our tax expert will contact you shortly.
Last month, we shared the Government's official Federal Budget announcements. This month, we're helping explain and interpret some of the key proposals for small business owners and property investors.
From permanent instant asset write-offs and new loss relief measures for businesses, to proposed changes to negative gearing and capital gains tax, there are several reforms worth keeping an eye on. We've broken down the key measures and what they could mean in practice in our latest blog articles.
Read our blog: 2026/27 Budget Impact for Small Business & Startups
Read our blog: 2026/27 Budget impact for Property Investors
Want a quick snapshot of how your business is performing? Business Summary feature in the ANNA app gives you a clear, mobile-friendly view of your income, expenses, and profit - all in one place. Tap into any number to see the transactions behind it, update categories and GST amount, upload receipts, or add notes for future reference. Business Summary also excludes transfers and other non-business transactions, helping give you a clearer picture of your business performance.
Learn more: annamoney.au/post/business-summary.
AI is now built into your Bookkeeping Score, helping keep your books accurate and up to date. The model constantly reviews transactions, suggests expense categories, and flags items that may need attention. By learning from your bookkeeping decisions over time, it improves its recommendations, reducing manual admin and helping businesses maintain cleaner records, stay compliant, and uncover potential tax savings.
Learn more: annamoney.au/post/introducing-bookkeeping-score.
Our redesigned invoicing experience on your dashboard delivers a cleaner, more intuitive interface across ANNA. The new look and feel will soon be rolled out to mobile invoicing too, creating a consistent experience whether you're working from your phone or desktop. You'll also be able to easily add, delete and update your bank details directly within your invoices, giving you greater flexibility and control over how customers pay you.
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