The following publications have been developed to help with your personal and business financial planning and can be downloaded now.
2021 Individual Tax Return Checklist [325 Kb]
Tax return checklist - please download to see a list of information needed to prepare your 2021 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)
FBT Questionnaire [249 Kb]
2020 FBT Questionnaire
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Please check our Archive section for superseded versions and archive reports.