INCOME
Pay As You Go (PAYG) Summaries (Business which has more than 19 employees does NOT give you this information. We get record from ATO as those records are with ATO)
Foreign sourced income (eg from US, Greece, Italy, UK, India)
Partnership distribution
Rental income from your investment property
Capital Gains Tax statements (details of any assets sold)
Lump sum payments eg: Eligible Termination
Social security, pensions as age pensions etc, allowance statements
Trust distribution statements
Tax statements from fund managers and /or wrap statements.
Share dividend statements for your investment
Contract notes for buy/sell transactions of investments
Investment Tax statements from financial adviser
Income stream statements
Statement for income received from life insurance payments (eg Income Protection benefits)
EMPLOYMENT INCOME DEDUCTIONS
Receipts or evidence of work related deductions eg: tools, car, home office, travel, laundry etc
Receipts for self-education expenses eg: fees, books, computer costs
Union fees
Car finance statements
Investment related deductions
Interest and fees paid on borrowings (loans) for investment purposes (please bring original statements)
Asset purchase papers
Asset sale agreements and contract papers
SOME OTHER DEDUCTIONS
Fees paid for your Tax affair (eg Tax Agent Fees)
Tax Deductible Superannuation Contribution if personally contributed and hold certificate for intent to claim
Receipts of gifts/donations to charity for Deductible Gift Recipient or School Building Fund
Income protection premiums paid for Income Protection not held in Superannuation
ADDITIONAL DOCUMENTS
Private health insurance statement
Imputation credit information from dividend statements
Last year’s Notice of Assessment , if you are new client for us
Last year’s tax return, if you are new client for us
Driver Licence or Passport for ID verification, if you are new client for us