What to Bring to Your Appointment

FOR NEW CLIENTS ONLY

  • Valid proof of identity documents (Australian driver licence, passport, proof of age card)
  • Tax file number

INCOME

  • PAYG summaries from employers
  • Lump sum termination payments
  • Bank interest
  • Dividends

OTHER INCOME

  • Distributions from trusts, partnerships, managed super-funds
  • Superannuation lump sum payments
  • Pensions and allowances
  • Foreign income
  • Capital gains
  • Personal services income
  • Net income/loss from business
  • Rental income

EXPENSES RELATING TO WORK

  • Use of own motor vehicle for business travel
  • Other business travelling expenses (car parking, road tolls, accommodation)
  • Purchasing of protective clothing or uniforms
  • Sun protection expenses
  • Self education expenses (related to your current job)
  • Home office running expenses
  • Telephone expenses
  • Depreciation of  tools and business equipment 
  • Tools of trade
  • Subscriptions to trade magazines
  • Union membership
  • Donations
  • Income Protection Insurance Premiums (not claimable if policy is held in super)

 

 

 

EXPENSES RELATING TO INVESTMENT INCOME

  • Account keeping fees
  • Ongoing management fees
  • Interest on borrowing to buy shares
  • Advice relating to changing and managing investments (but not setting them up)
  • Investment publications (e.g. financial review, magazines, not ordinary newspapers)
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OFFSETS AND REFUNDS

  • Health insurance and rebate entitlement statement
  • IAS statements or details of PAYG instalments paid
  • Spouse details including taxable and exempt income