Tools and Checklists to Help Manage Your Finances
Save Time, Money and Energy and get a financial professional on your side.
Download our handy checklists or resources to help with tax preparation and planning and more. All resources are updated at least once a year so you can rest assured the information you’re getting is up to date.
Tools & Checklists
Tax Return Checklist
Could you be missing valuable deductions?
Residential Investment Property Checklist
Are you maximising your rental property deductions?
Capital Gains Tax Checklist
Have you sold shares or an investment property?
Resources for Business Owners
Xero Migration & Setup
We manage the entire process of migrating your existing accounts to Xero or setting up a new file from scratch.
Which Business Structure?
The appropriate structure is critical to business. If you have started your own business or your business has reached a new level it may be time to review your structure.
Letter of Engagement
Before we can begin working together, we ask you to complete our Letter of Engagement. This document formally defines the scope of the accounting services we will provide.
It benefits you by confirming the respective responsibilities of both parties and ensuring compliance.
Submit Your Tax Return Later by Registering with an Accounting Company
By completing the Letter of Engagement, we can add you to our tax agent lodgement program. This provides you with the crucial benefit of receiving an extension of the standard statutory deadlines for lodging your tax return.
Take Charge of Your Finances
Download our tax checklists to make lodging your return simple and stress-free.
They’ll help you organise your documents, capture every eligible deduction, and provide your accountant with all the information neeeded – saving you time and money.
