Useful information.
A clearer starting point.
Practical preparation guides, answers to common questions and links to official information for your accounting and taxation matters.
Better records. A smoother engagement.
These guides help you organise an initial discussion. We will confirm the records needed for your particular circumstances.
Tax-return preparation
- Income, bank interest and investment statements
- Rental-property income and expense records
- Work-related expense documents and relevant diaries
- Details of asset sales and other significant changes
Year-end records
- Accounting software access and bank statements
- Loan statements and finance agreements
- Payroll and superannuation records
- Asset purchases, stock information and entity records
Planning a transaction
- Current entity and ownership arrangements
- Recent accounts and financial forecasts
- Proposed terms, agreements and relevant dates
- Your objectives and the advisers already involved
Go directly to the source.
Use the relevant government or professional body for current guidance and registration information.
TAXATIONAustralian Taxation Office
Official taxation information for individuals, businesses, employers and SMSF trustees.
Visit the ATO ↗COMPANY MATTERSASIC
Information about companies, business names, corporate records and regulatory obligations.
Visit ASIC ↗
TAX PRACTITIONERSTax Practitioners Board
Information about registered tax practitioners and the professional regulatory framework.
Visit the TPB ↗PROFESSIONAL STANDARDSCPA Australia
Professional accounting information and resources from CPA Australia.
Visit CPA Australia ↗What happens next?
A few practical answers before you get in touch.
What should I prepare for my tax return?
Gather income statements, investment and rental records, relevant expense documents and information about any changes to your circumstances. We will confirm the checklist appropriate to your return and the year involved.
Can you take over from my existing accountant?
Yes, subject to acceptance of the engagement. We discuss your requirements, obtain your authority and coordinate the professional handover and access to records. We will explain any tax-agent nomination steps that apply.
When should I seek advice about a business change?
Contact us before you sign contracts, transfer assets or put a new ownership arrangement in place. The information required and scope of advice depend on the proposed transaction.
How are your fees determined?
Fees depend on the scope, complexity, records available and reporting requirements. We discuss the proposed work and fees before proceeding, and raise material changes to the scope with you.
Do you support Xero bookkeeping?
We provide Xero bookkeeping, bank reconciliations and account reviews within an agreed engagement. The first step is to assess the existing records, access arrangements and reporting requirements.
This page provides general information. Your circumstances and the applicable rules determine the appropriate treatment. Speak with us before relying on general material for a specific decision.
Need advice on how the information applies to you?
Tell us where you are now and what you need to achieve. We will identify the accounting, taxation and advisory support appropriate to your circumstances.
Discuss your requirements →