Getting Started

In order to maximise the productivity of our initial meeting we have created these useful checklists:

pdf

Individual_Tax_Return_Checklist

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pdf

Company_Formation_Request_ Form

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pdf

Company_Trust_and_Partnership_Tax_Return_Checklist

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pdf

Discretionary_Trust_Formation_ Request_Form

Download

pdf

2021_SMSF_Source_Data_Checklist

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