What to bring to your Appointment

All clients must bring the following:

  • Current government Issued photo ID
    eg: Driver's Licence, Passport, Proof of Age Card.
  • Previous Year's ATO Notice of Assessment.
  • Employee PAYG Payment Summaries
  • Centrelink PAYG Payment Summaries. (If applicable)
    e.g. Allowances- Newstart, Youth, Sickness, Parenting, Austudy & Pensions
  • Current bank statement

Other Items You May Need

Please use the following as a general guide only.
Not all items will apply to your circumstances.

Income Earned Statements

  • Other Allowances and Tips
  • Share Dividend Statements
  • Bank Interest Statements
  • Capital Gains Tax documentation
  • Eligible Termination Payment (ETP)
  • Other Australian or Foreign Pension
  • Trust Distribution Statements (Aust. or Foreign)
  • Managed Fund Investment Income Statements
  • Tax Statement from Fund Managers / Brokers
  • Income Stream Statements
  • Original Share purchase / sale documents
    (if purchased / sold this year)
  • Life Insurance Policy Bonus Statements

Investment Property - if applicable

  • Purchase / Sale Contracts & documentation
    (If purchased / sold this year)
  • Rental Statements from Agent or Rent Receipts
  • Capital Costs / Settlement Letters from Solicitor
  • Interest on Loans
  • Advertising / Agent Fees
  • Body Corporate Fees / Borrowing Expenses
  • Cleaning Expenses
  • Council Rates notices
  • Depreciation Schedules / Qty. Surveyor Reports
  • Gardening / Lawn Mowing Expenses
  • General Repairs & Maintenance
  • Insurance receipts
  • Land Tax (if applicable)
  • Pest Control receipts
  • Non Capital Legal Expenses
  • Travel Expense Documentation
  • Telephone / Printing & Stationery Expenses
  • Water Charges / Sundry Expenses

Employment Income Deductions

  • Receipts for work related deductions
    e.g: Car / Travel / Uniforms / Protective Clothing
  • Sun Protection Items / Home Office / Tools
  • Capital Purchase items etc.
  • Memberships / Subscriptions / Union Fees
  • Receipts for work related Self Education
    e.g: books / course fees / computer / travel

Investment Related Deductions

  • Interest / Fees on borrowings for Investment related purposes - provide Statements
  • Asset Purchase contracts / agreements
  • Contract Notes for Buy/Sell Share Transactions

Other Deductions

  • Deductible Amount for Pensions / Annuities
  • Financing / leasing statements
  • Details of Income Protection Insurance
  • Tax and ongoing financial planning advice
  • Receipts for Charitable Donations / Gifts

Offsets / Rebates

  • Superannuation contribution for Spouse Rebate
  • Private Health Insurance Statement
  • Medical Offset / Rebate - receipts for out of pocket expenses over $1500
  • Franking (imputation) Credit info
  • Superannuation Pension Offset

Other Information

  • Last Year's Tax Return
  • Prior Year Tax Losses
  • Previous Year's Accountant Fees