Missed tax deadlines cost penalties and interest. Expired mortgage fixed rates can add hundreds to monthly payments. Unreviewed investments underperform. Late council rates incur charges. Financial admin is high-stakes — and most people track it on sticky notes.
All Financial Deadlines in One Place
Tax, super, mortgage, rates, investments, and bill reviews — tracked together
Smart Reminders
Get reminded 60-90 days before each deadline — plenty of time to act
Frequency Tracking
Set recurring frequencies (monthly, quarterly, yearly) for each financial item
Amount & Provider Details
Track amounts, providers, and notes for each financial obligation
Track every financial deadline throughout the year.
Lodge by October 31 (self-lodge) or register with a tax agent for May extension. Start gathering receipts in June.
Maximise pre-tax (concessional) contributions before June 30. Cap is $30K. Reduces taxable income significantly.
If on a fixed rate, track your refix date. Compare lenders 3 months before. Refixing at the right time can save thousands.
Track council rate due dates (typically quarterly or annually). Late payment incurs interest charges.
Review portfolio allocation, performance, and fees annually. Rebalance if drifted. Check if managed fund fees are competitive.
Compare electricity, gas, internet, phone, and insurance annually. Average household saves $500-1000/year by switching.
Review home, car, health, and life insurance before each renewal. Ensure coverage matches current needs. Compare 3+ quotes.
Review bank fees, super fees, investment fees, and all subscriptions. Cancel unused. Switch to lower-fee alternatives.
Everything you need to know about financial deadlines and money management
Key deadlines include: tax return (Oct 31), super contributions (Jun 30), mortgage refix date, council rates (quarterly/annually), insurance renewals, and annual bill comparison dates. Life Admin AI's Finance Hub tracks all of these in one place.
Make pre-tax (concessional) contributions up to the $30K cap before June 30. This includes employer contributions and salary sacrifice. Personal contributions can also be claimed as a tax deduction. Start planning in April — don't wait until June 30.
Start comparing 3 months before your fixed rate expires. When your fixed period ends, you'll roll onto the bank's revert rate (typically much higher). Book a new fixed or variable rate before expiry to avoid paying the higher revert rate.
Review portfolio allocation and performance annually. Check quarterly if you're actively managing. Rebalance if your allocation has drifted more than 5% from target. Review fees every 2-3 years — high fees compound significantly over time.
Life Admin AI's Finance Hub lets you create a record for each financial deadline — tax, super, mortgage, rates, investments, bill reviews, and insurance. Set due dates, frequencies, amounts, and get reminded 60-90 days before each deadline.