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Checklists

For clients seeking a particular checklist, the full list and their purpose can be found below.

2017 Personal Tax Return Instructions

Please refer to this checklist if you are unsure of what information we will require to process your individual tax return.


2017 Rental Property Checklist

Please refer to this checklist for information required in relation to your rental property to complete your income tax return


2017 Capital Gains Checklist

If you have sold property/shares/other assets during the year that was not your primary residence please refer to our checklist for information we will require to prepare your income tax return


Business Accounts and Taxation Preparation Checklist

Please refer to our checklist for information required to prepare you financial statements, audit and income tax return


Self-Managed Superannuation Fund Income Tax Return & Audit Checklist

Please Refer to our checklist for information required to prepare your financial statements, Audit and income tax return


PAYG Variation Checklist


Application for Establishment of a Private Company


Application for Establishment of a Trust


Application for ABN, GST or PAYG Registration