Individuals

We understand that trying to find information on the internet can be a time consuming and painful experience.

To make things a little easier, we have compiled a number of useful links to save you time and to ensure you are getting access to the most reliable and accurate information.

If you require any further information or clarification on any of the below information feel free to contact one of our friendly team members.

Lost Superannuation

If you’ve ever changed your name, address or job, you may have lost track of some of your super. Having several super accounts could mean that fees and charges are reducing your overall super investment. There are a number of ways to check and manage your super.

Why it’s important to keep track of your Super

Check Your Super

Use MyGOV for a full view of all your Superannuation accounts

Create a MyGOV Account

Perform a Quick Online Search with the ATO Super Seeker

You can find out if you have any lost or ATO-held super by doing a quick search using the ATO Super Seeker.

Budgeting & Borrowing

Here are some great online tools we recommend to many of our clients who are in the process of preparing a budget or looking to take charge of their money.

Budgeting

How much money is coming in and going out each week, fortnight or month? Use this Online Budget Planner tool to help sort out your money priorities and take control of your spending and saving.

Borrowing

Money Smart has a wealth of information for clients looking to restructure their borrowings and better manage their affairs. See Borrowing Basics.

Buying a Home

Use this handy Mortgage Calculator before you speak to your lender to see exactly what you can afford.

Income Tax Returns

Use our resources below to take the burden out of tax time.

Income Tax Return Checklist

Individual Income Tax Return – A handy guide for what to include in your tax information when you meet with us.

Rental Property Information

ATO Rental Property Guide – A comprehensive guide for any owner of a rental property.

Rental Property Information Checklist – A useful checklist for you to compile your information before we meet.

Motor Vehicle Deductions

Motor Vehicle Deductions and Motor Vehicle Logbook Template – Stay up to date with the latest changes.

Travel Expense Deductions

Travel Expense Deductions – Useful tips to make sure your keeping all the correct records to allow a deduction for travel.

General Record Keeping

Contact us to find out how to automate your record keeping.

Get in touch

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