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Please check our Archive section for superseded versions and archive reports.