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 in our directory below 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.
Income Tax Returns – Information and Checklists
Use our resources below to take the burden out of tax time.
2015 Income Tax Return Checklist
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 Checklist – A useful checklist for you to compile your information before we meet
Motor Vehicle Deductions
Stay up to date with the latest changes in regard to claiming a motor vehicle deduction
Example log book
Travel Expense Deductions
Useful tips to make sure your keeping all the correct records to allow a deduction for travel
General Record Keeping
What to keep and for how long
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.
How much money is coming in and going out each week, fortnight or month? Use this budget tool to help sort out your money priorities and take control of your spending and saving.
Money Smart has a wealth of information for clients looking to restructure their borrowings and better manage their affairs. See below for some borrowing basic:
Buying a Home?
Use this handy mortgage calculator before you speak to your lender to see exactly what you can afford.
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
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
There are a range of payments available from the Australian Government to help with look after your children’s education and health care.
Online Estimator of Payments
The online estimator helps you decide payment options for your family. You can also see how much Family Tax Benefit, Child Care Benefit or Child Care Rebate you may be able to get.
Having a Baby?
Information for paid parental leave and all things to consider when expecting.
Starting a Business & Business Planning
Starting a business can be overwhelming, the resources below will assist you in understanding where to start, what registrations you may require and how to prepare a business plan.
Starting a Business
A useful checklist to cover off all considerations of starting your own business
Business Registrations & Licenses
A great starting point to help guide you though what registrations you may need to undertake in your new business. Covering off various areas from registering the business name to considering what tax registrations you may need.
Information for Employers
Useful information for our clients who are employers including various calculators, tools and registration information.
How to Determine if Workers are Employees or Contractors
This useful decision tool will help you determine whether your workers are Employees or Contractors.
Use this tool to help determine the correct amount to withhold from salaries and wages.
Weekly, fortnightly, monthly tax withholding tables.
Long Service Leave
Information and calculation of Long Service Leave.
WorkCover Insurance Obligations
Information on registration and obligations.
Payroll Tax Registration for Victorian Employers
Information on registration and rates.
Knowing when to register and how much to pay.
Retirement and Pensions
If you want a comfortable retirement it is important that you understand and make the most of your superannuation. The following information sources and tools provide a great starting point for our clients.
Understanding the basics of Superannuation.
Super and Pension Age Calculator
When can you get your super and at what age can you apply for the aged pension.
Work out how you can boost your retirement income by taking action now.
Income Sources in Retirement
Considerations around different income sources for retirees.
Borrowing in Super
There has been a lot of information in the market around borrowing in a Self Managed Super Fund. Borrowing or gearing your super into property must be done under very strict borrowing conditions called a ‘limited recourse borrowing arrangement’.
See below for basic information and considerations around borrowing within a SMSF and contact our team to arrange a meeting for further discussions.