Downloads

The following publications have been developed to help with your personal and business financial planning and can be downloaded now.

Tax return checklist - please download to see a list of information needed to prepare your 2023 income tax return.

BDQ [33 Kb]

Business Development Questionnaire - A short questionnaire that will help to develop and set your business goals.

ATO Excess concessional contributions election form (PDF)

2020 FBT Questionnaire

Comparing investment performance over 10 & 20 years

This document provides guidance on the necessary documents required to substantiate deducations claimed by individual taxpayers. 

 


Please check our Archive section for superseded versions and archive reports.


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