Preparation can save you time and money, so we’ve put together a few checklists of what to bring when you meet us, so we can get to work getting you the outcome for your business and lifestyle.
To follow are checklists of what you should bring to each meeting;
Anything and everything you think will be useful to help us understand where you are and where you want to go. If you are unsure, check out some of the questionnaires below and see if they fit the bill.
Bring any relevant completed Outcome Accounting Questionnaires.
Your completed Outcome Accounting questionnaire, appropriate to your circumstances. If you have not received a questionnaire to complete, please follow this link:
All source documents associated with the activities of the superannuation fund for the year. Here is a simple, yet comprehensive checklist of things to bring:
If you would like to be a little more thorough, saving you time at our office, and therefore money, follow this link:
Your most complete MYOB / data file.