We provide a number of information kits on various topics for new clients, on the following subjects:

• Business Expenses - Categories of Expenses Allowed
  This Summary is designed to assists clients who operate their own small business - either as a sole trader, partnership or company, and covers the headings of expenses that most small businesses would have in order to produce a Profit & Loss Statement.
• Business & Other Income Worksheet 
  Allied with the above, the worksheet assists you in summarising your expenses so that you can prepare a profit and loss statement for your small business.
• Legal Aspects For Small Business
  Allied with the above information, this information sheet covers the different small business entities: sole trader, Partnership and company,and explains when to use each type of entity.
• Tax Records - Individual Wage And Salary Employees
  This is a handy summary of the records to keep and the expense claims that you can make as a salary or wages employee.
• Rental Property Negative Gearing Example
  These notes give a worked example of how negative gearing works, plus tells you the information to keep for your taxation return for your rental property.
• Motor Vehicle Expenses
  This handy worksheet helps you collate the expenses needed to substantiate your claims for motor vehicle expenses
• Personal Budget Projection
  This worksheet helps you work out your personal budget.
• Overseas or Extended Domestic Travel
  This guide should you have to keep a travel diary (as required by the Tax Office), so that you can claim work related travel expenses for your taxation return.
• Tax Issues Relating To Actors & Journalists
  This information sheet covers aspects of taxation for freelance actors or journalist, covering such issues as Tax Averaging and 221D Applications.
• Rental Income Worksheet
  The worksheet helps you in summarising your expenses against any rental income.

You will require Adobe Acrobat Reader to read these information kits. If you do not have Adobe Acrobat it can be downloaded by clicking on the image below.