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

2018 Tax Return Checklist [157 Kb]
Tax return checklist - please download to see a list of information needed to prepare your 2018 income tax return.

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

Excess concessional contributions election form [164 Kb]
ATO Excess concessional contributions election form (PDF)

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. 


Please check our Archive section for superseded versions and archive reports.