Forms & Checklists
Commonly used forms and helpful checklists to streamline your dealings with us.

 

Individual Tax Return Checklist

If you are meeting with us to discuss your individual tax return, or if you are sending your records to us, this checklist will help you in providing the relevant information and supporting documentation we need.


Rental Property Checklist

If your tax return includes a rental property, this checklist will help you in putting together the right information. It also covers the additional information we need if you have purchased or sold a property during the year. 


Financial Statements Checklist

If you require preparation of Financial Statements for yourself or a related entity, the following checklist will assist you in providing the relevant information and supporting documentation we need.


Self Managed Super Fund Checklist

If you require preparation of Financial Statements for your Managed Super Fund, the following checklist will assist you in providing the relevant information and supporting documentation we need.


New Client Details Form

This form captures the basic contact information we need for setting up you or someone you know as our client.


New Client Details - Entity Form

This form captures the basic contact information we need for setting up an entity (e.g. partnership, trust, company or super fund) as our client.


Meeting Agenda and Minutes

This template can be used to set an agenda for an upcoming meeting that we'll be having, and to record the Minutes of that meeting as it takes place.



Action Points Summary

This template can be used to record the action points that have resulted from a meeting, phone call or other interaction, as well as the persons who have been assigned responsibility for each point.



Xero Subscription Authority

This form can be used to provide the details of the bank account or credit card you would like to use for the direct debit of Xero subscriptions.


Xero Bank Feed Creation

This form can be used to nominate the bank account, credit card and loan accounts for which you would like bank feeds to be active in Xero.


Contact us by email or call us on 07 3808 4499
Level 3, Plaza Chambers, 15 Dennis Road, Springwood, QLD 4127