Tax Time Checklists - Individuals; Company; Trust; Partnership; and Super Funds

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.

 

Individuals

Company Trust Partnership

Superannuation Funds

 

 

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.