If you have made an appointment with one of our consultants you will save yourself both time and money if you remember to bring these documents and information with you;
- Last Years Tax Return
- Your Tax File Number
- Your Payment Summary/Summaries (Group Certificates)
- All of your Receipts
- Your Partners Date of Birth (if applicable)
- Private Health Insurance details
- Details of Assets Sold this Year (such as shares or property)
- Other Income Sources (Share Dividends, Bank Interest etc)
If you are one of our remote/online clients please download and print this pdf version of this list to help you find this information so you can fax or email it to us.
For further information on what records you should keep here is a direct link to the Australian Tax Office's recommendations for Record Keeping
If you are one of our international, interstate, or rural customers or for some reason you wish to become a customer but cannot make it to our office for an appointment please download and print out the form below to engage our services.
Once you completed the filling out of this form please fax it to us or email us a scanned image or pdf of it via email.
Small Business and Corporate Client Engagement forms are only available to clients via appointment. Please contact our office for more information.
Find out the tax rate schedules for 2011-2012. Included is information on Tax cuts, savings discounts, tick and flick tax returns, minors tax rates, non-resident rates, taxpayer offsets, medicare levy, HELP (formerly HECS) repayments and SFSS threshold and repayment rates.
Here you will find the latest schedule for Foreign Currency Tax Rates for 2011. This is very useful for our expat clients or for our clients who have earnt overseas income in the past financial year.
Need to find out what the ATO requires of you of if you are a landlord or a property owner. This official download from the ATO will supply you with a a lot of useful information.
We recommend our clients seek professional advice from one of the tax agents at Susan Nash & Associates before acting on any of the information supplied for download on this page.
The information supplied for download on this page and the information supplied on the other pages throughout this website is meant to be used as a rough guide for informational purposes only and is not meant to be used as a guide for filing out tax returns without professional assistance.
We are a full service consultancy that can cater to all of your individual or business needs.
We have professionals that specialise in a wide range of services including, accounting, corporate services, business advice, tax advice, SMSF & tax planning. Contact us today