How to Get Your Training Budget Approved Before 30 June
The financial year clock is ticking. With 30 June fast approaching, this is the window where smart businesses turn unspent budget into trained, compliant and capable teams — before the funds reset, get reallocated, or simply disappear.
If first aid, CPR, mental health first aid or psychosocial hazard training has been on your to-do list, here’s how to get the green light from your finance team before EOFY.
Why EOFY is the right time to act
Three things tend to happen at once in May and June:
- Finance teams look for unspent budget to either deploy or surrender.
- Decision-makers want to lock in tax-deductible spend before the books close.
- Compliance gaps from the previous year suddenly look very visible heading into a new one.
In Australia, fees paid to a registered training organisation (RTO) for workforce upskilling are generally a deductible business expense when incurred. Booking and paying before 30 June means the cost sits in this financial year’s P&L — not next year’s.
Build a business case your CFO can’t say no to
A “we should probably do some training” pitch will get knocked back every time. A compliance-and-risk framed pitch rarely does. Try this structure:
1. Lead with the legal duty. Under the model WHS Act and the First Aid in the Workplace Code of Practice, every PCBU (Person Conducting a Business or Undertaking) must ensure trained first aiders are reasonably available. Since 2022, WHS regulators across Australia have also been rolling out explicit duties to manage psychosocial hazards — stress, bullying, fatigue, exposure to trauma and more. Training is no longer a “nice to have”; it’s how you evidence the steps you’ve taken.
2. Quantify what ‘doing nothing’ costs. Safe Work Australia data consistently shows mental health conditions are among the most expensive workplace injuries, with median time off work and compensation costs well above physical injury averages. A single unmanaged psychosocial incident can outweigh the cost of training your whole team.
3. Show the ROI. Trained first aiders reduce response time in emergencies. Mental Health First Aiders spot issues before they escalate into claims, absenteeism or turnover. A workforce that recognises psychosocial hazards is a workforce that reports them — and reportable issues are fixable issues.
4. Pull the EOFY lever. “If we book before 30 June, it lands in this year’s budget and is deductible this year.” That single sentence moves more approvals than any other.
Your pre-30-June approval checklist
- Identify the compliance gap — expired First Aid or CPR certificates, no Mental Health First Aiders on the floor, no psychosocial hazard training on record.
- Get a written quote from your RTO with course codes, dates and group pricing.
- Pair the quote with a one-page business case: legal duty + risk cost + ROI + tax timing.
- Confirm dates that work for the team — onsite group training is usually the easiest sell because it minimises downtime.
- Submit by mid-June so finance has time to process the PO and payment before 30 June.
Courses worth locking in this financial year
At Assist Training, we help Australian businesses close compliance gaps fast — onsite at your workplace or at our training rooms — including:
- Provide First Aid (HLTAID011) and Provide CPR (HLTAID009) — the foundations of every workplace first aid plan, refreshed on the cycle your code of practice requires.
- Mental Health First Aid — accredited training that equips staff to recognise the signs of mental ill-health and respond with confidence.
- The Working Mind — an evidence-based program that reduces stigma, builds resilience and gives leaders a shared language for mental health at work.
- Psychosocial Hazards in the Workplace — practical training that helps PCBUs and managers meet their new WHS obligations and genuinely protect their people.
Make 30 June work for you, not against you
EOFY isn’t just an accounting deadline — it’s a chance to walk into the new financial year with current certificates, trained mental health first aiders, and a defensible record of how you’re managing psychosocial risk. The businesses that move now will start July ahead of the curve. The ones that wait will be scrambling in Q1.
Get a quote before 30 June
If training is on your EOFY list, don’t leave it until the last week of June. Get in touch with Assist Training for a tailored group quote — onsite or at our training centre — and we’ll help you lock in dates, the right course mix and a price you can take straight to finance. Book and confirm before 30 June and the spend lands in this financial year.
Ready to get the tick of approval? Contact Assist Training today for an EOFY quote and we’ll have your team trained, certified and compliant before the new financial year begins.
EOFY Training Business Case
Click here to download your free one-page template to take to your decision-maker before 30 June
