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

This is a list of documents of what to bring to your Tax Return Appointment. Alternatively you can post or email us your information.

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.

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.

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.

This is a handy summary of the records to keep and the expense claims that you can make as a salary or wages employee.

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.

This handy worksheet helps you collate the expenses needed to substantiate your claims for motor vehicle expenses

This is a 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.

This information sheet covers aspects of taxation for freelance actors or journalist, covering such issues as Tax Averaging and 221D Applications.

The worksheet helps you in summarising your expenses against any rental income.