Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
Working from home because of COVID-19 means most will have more deductions than in a normal year. These checklists will help your tax agent ensure you don't miss any deductions. Simply print, complete and return.
Please click on the following links to access the checklists most appropriate to your needs.
Superannuation Funds
Individuals
Company Trust Partnership
Hot Issues
- ATO zeroes in on SMSF lifestyle assets
- SMSF scams are on the rise: Here’s how to fight back
- Four steps to plan for a better retirement
- ‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
- Videos and other resources for our clients
- SMSF members highly satisfied with funds
- 6-member SMSF registration availability to begin mid-August
- SMSFs go for growth
- Tax time: calculating investment income and deductions
- ATO extends Division 7A relief
- Drawdown relief for all pensions
- Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
- What's your risk profile?
- Downsizer and bring forward combination creates new opportunities for super strategy
- Trust deed must include certain items
- Five investing tips for beginners
- End of year financial strategies
- Budget 2021: Retirement Outcomes
- Videos to help understand financial planning topics.
- SMSFs still on top for member satisfaction
- Understanding home downsizing and super contributions
- ATO issues final warnings on outstanding SARs
- New SMSF quarterly statistics highlight continued post-COVID recovery
- Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
- Federal Budget 2021 - Overview
- Building a more secure and resilient Australia
- Federal Budget 2021 - Health
- Asset allocations still hold the key
- Why Australian households are getting richer
- Dealing with compliance complexities impacting overseas SMSF property
- SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
- SMSF Association clarifies NALI issues around pension phase assets
Article archive
- April - June 2021
- January - March 2021
- October - December 2020
- July - September 2020
- April - June 2020
- January - March 2020
- October - December 2019
- July - September 2019
- April - June 2019
- January - March 2019
- October - December 2018
- July - September 2018
- April - June 2018
- January - March 2018
- October - December 2017
- July - September 2017
- April - June 2017
- January - March 2017
- October - December 2016
- July - September 2016
- April - June 2016
- January - March 2016
- October - December 2015
- July - September 2015
- April - June 2015
