Checklists

Individuals

  • Copies of PAYG payment summaries (group certificates)

  • Details of any employer lump sum payments received

  • Details of any dividend or interest income received

  • Details of any rental property income and expenditure

  • Details of any work-related expenses that you have paid for privately (eg. Uniform, mobile phone, safety shoes, etc)

  • Details of any donations or superannuation contributions

Business

  • A copy of all bank statements for the period 1 July 2018 through to 30 June 2019

  • All paperwork relating to any capital purchases, such as:

  • Car purchase invoice

  • Finance and loan documents

  • Any loan statements

  • Any rental property information

  • Any other expenses relating to the business

Self Managed Superannuation Funds

  • A copy of all bank statements for the period 1 July 2018 through to 30 June 2019

  • Details of any rollovers received

  • Details of employment super guarantee payments

  • All paperwork relating to any investments, such as:

  • Property purchase invoices, including legal fees, etc

  • Finance and loan documents

  • Any rental property information

  • Any other expenses relating to the fund

  • 2019 annual tax statements for managed investments

Beda Pty Ltd

Chartered Accountants

Suite 301

40 Mann Street

GOSFORD NSW 2250

Ph: 02 4340 2415

office@beda.com.au