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Checklists
Individuals
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Copies of PAYG payment summaries (group certificates)
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Details of any employer lump sum payments received
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Details of any dividend or interest income received
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Details of any rental property income and expenditure
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Details of any work-related expenses that you have paid for privately (eg. Uniform, mobile phone, safety shoes, etc)
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Details of any donations or superannuation contributions
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Company
Download Checklists
Individual Checklist
Business Checklist
Rental Property Checklist
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A copy of all bank statements for the period 1 July 2023 through to 30 June 2024
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All paperwork relating to any capital purchases, such as:
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Car purchase invoice
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Finance and loan documents
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Any loan statements
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Any rental property information
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Any other expenses relating to the business
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Self Managed Superannuation Funds
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A copy of all bank statements for the period 1 July 2023 through to 30 June 2024
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Details of any rollovers received
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Details of employment super guarantee payments
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All paperwork relating to any investments, such as:
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Property purchase invoices, including legal fees, etc
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Finance and loan documents
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Any rental property information
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Any other expenses relating to the fund
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2024 annual tax statements for managed investments