Episode Details

End of Financial Year for Trade Business Owners: What to Do, When to Do It, and How to Stop Getting Blindsided

Download your Free ⁠EOFY Checklist⁠ for your Trade Business

It's that time of year again. End of financial year has rolled around, and if it's snuck up on you, you're not alone.

Need help growing your business? 

• Follow us on IG for daily Content for your Trade Business  @upscalebusinesscoaching

• Book a free session with our Growth Specialist: ⁠upscale-coaching.com/schedule-podcast⁠

• Watch insights and tips on YouTube: ⁠upscale-coaching.com/upscale-youtube⁠

• Find out where your business stands with our Tradie Quiz: ⁠https://upscale-coaching.com/application-podcast

Hear from tradies who’ve done it, and learn what it really takes to grow a successful trade business. https://www.upscalecoaching.com.au/success-stories/

In this episode, Marc sits down with accountant and business advisor Erina (@erinaroxx) to answer the real questions trade business owners are asking right now. No jargon, no fluff — just practical advice you can actually use before June 30.

They cover:

• What to do first if EOFY has caught you off guard
• Why tax planning before June 30 matters (and why August is too late)
• What Payday Super actually means for you and your crew from 1 July
• How to know if your accountant is doing enough for you
• A simple formula to stop getting hit with surprise tax bills every year

Whether you're a sparky, a plumber, or running a crew, this one is worth a listen on the way to your next job.

Grab Erina's free EOFY checklist by sending her a DM on Instagram: @erinaroxx

Also — big news from the UpScale team. This year we're lacing up for the Gold Coast Marathon to raise funds for TIACS, a charity providing free mental health support to tradies and blue collar workers. If you want to back us, every dollar counts: https://fundraise.tiacs.org/fundraisers/upscalegoldcoastmarathon2026

Want help growing your trade business?

Follow us on Instagram for daily content: @upscalebusinesscoaching

Book a free session with our Growth Specialist: https://upscale-coaching.com/schedule-podcast

Watch tips and insights on YouTube: https://www.upscale-coaching.com/upscale-youtube

Find out where your business stands with our Tradie Quiz: https://upscale-coaching.com/application-podcast

Hear from tradies who've done it: https://www.upscalecoaching.com.au/success-stories/

Live Coaching Events 2026: https://www.upscale-coaching.com/upscale-live-events