The 3 Biggest EOFY Mistakes Healthcare Workers Make; And How to Avoid Them!
- Healthcare Home Loans
- Jun 2
- 2 min read
As June 30 creeps closer, so does the pressure of tax time; especially for busy healthcare professionals. Between shift work, salary packaging, and career demands, it’s easy to overlook some powerful financial opportunities (or make costly mistakes).
We’re here to make sure that doesn’t happen this year.
Let’s break down the three biggest EOFY mistakes we see among healthcare workers and exactly how to avoid them.
❌ Mistake #1: Missing Out on Legitimate Deductions
Whether you’re in scrubs or admin, many healthcare professionals forget to claim everything they’re entitled to. From uniforms to professional development, there are dozens of legitimate deductions you might be overlooking; especially if you’re not keeping proper records or understanding what counts.
How to avoid it: Use our free EOFY Deductions Cheat Sheet (yours when you book a Financial Health Check or register for our end of month webinar) to tick off the most common deductions in healthcare.
❌ Mistake #2: Not Reviewing Your Super Strategy
Superannuation is one of the most powerful wealth-building tools available, especially if you're on a high income or accessing salary packaging. But most healthcare workers don’t revisit their super fund setup or contribution strategy until it’s too late.
How to avoid it: Speak to a financial specialist now (not after June 30) to assess whether additional contributions, consolidation, or changing funds could give your future self a significant boost.
❌ Mistake #3: Flying Blind with Your Finances
Many people get to tax time without a clear picture of their spending, savings, or borrowing capacity. That uncertainty creates stress and missed opportunities, especially when it comes to getting a better home loan, planning investments, or just feeling in control.
How to avoid it: We’ve designed a simple, effective Healthcare Wealth Check to give you a clear financial snapshot in just one session, free for all healthcare workers this June.
🎁 What You Get with a Free Financial Health Check
Everyone who books in this month gets a bundle of EOFY essentials, including:
✅ Healthcare Wealth Check spreadsheet
✅ EOFY Deductions Cheat Sheet
✅ Financial Triage Checklist
✅ A customised Wealth Blueprint based on your profession
✅ Entry into the $500 gift card draw
📅 What’s Coming: Don’t Miss Our EOFY Webinar
We’re ending the month with an exclusive online session: “Financial Triage: What Every Healthcare Professional Needs to Get Right Before 30 June”
In this free webinar, we’ll walk through the key financial wins and strategies to wrap up the year in a strong position and set up your next one for success. It’s the perfect complement to your one-on-one Financial Health Check.
All registrants will also get our bundle of EOFY essentials.
✅ Ready to Take Control?
Book your free Financial Health Check today and set yourself up for EOFY success with less stress and more clarity.
Comments