These are comprehensive lists of the information and records we require, and possibly by the ATO too.

Please work through the list(s) applicable.  Some of the records/information may be known by us or already in our files, such as Deeds or Auditor's Reports, but as every year brings changes in tax through rulings and legislation, we need to review the basics regularly.

Information Required Checklist - Superannuation Fund [362 Kb]

Information Required Checklist - Company, Trust or Partnership [602 Kb]

Information Required Checklist - Individual [451 Kb]


get it right


start with a bang


the right foundation

Financial Director

turbo charge