Forms & Checklists
Commonly used forms and helpful checklists to streamline your dealings with us.
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.
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.
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.
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.
This form captures the basic contact information we need for setting up you or someone you know as our client.
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.
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.
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.
