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The following publications have been developed to help with your personal and business financial planning and can be downloaded now.

BDQ [33 Kb]
Business Development Questionnaire - A short questionnaire that will help to develop and set your business goals.

Financial Advice - Fact Find [256 Kb]
Financial Advice - Background Fact Find (PDF)

Financial Advice - Risk Profile Workbook [149 Kb]
Financial Advice - Risk Profile Workbook (PDF)

Risk Checklist [39 Kb]
Risk Checklist - A personal and business financial health check list.

Long Term Investing report (2017) [356 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. 

2017 Tax Return Checklist [205 Kb]
 Tax return checklist - please download to see a list of information needed to prepare your 2017 income tax return.

2017 Budget Summary [585 Kb]
The May 2017 budget announced tax changes and further changes to superannuation. Read the wrap-up to see how you are affected.

 

Please check our Archive section for superseded versions and archive reports.