LBW & Partners provide you with a regular newsletter packed with important information that will help you and your business. This newsletter will be emailed to you at regular intervals. You will also receive an Annual Update that will be mailed to you in hard copy format. Subscribe here
The following publications have been developed to help with your personal and business financial planning and can be downloaded now.
2011 Tax Return Checklist [176 Kb]
A simple checklist to ensure you have all the paper work required for LBW to prepare your 2011 income tax return.
BDQ [33 Kb]
Business Development Questionnaire - A short questionnaire that will help to develop and set your business goals.
Financial Advice [384 Kb]
Financial Advice - Background Fact Find (PDF)
Artwork & Collectables in a SMSF [19 Kb]
SMSF - Artwork & collectables (PDF)
Risk Checklist [39 Kb]
Risk Checklist - A personal and business financial health check list.
SMSF Document Checklist [51 Kb]
A checklist to ensure you have all the paper work required for LBW to prepare a Self Managed Super Fund's financial statements.
Long Term Investing report [664 Kb]
Comparing investment performance over 10 & 20 years
Substantiation Requirements [126 Kb]
This document provides guidance on the necessary documents required to substantiate deducations claimed by individual taxpayers.
