Contact us to make a no obligation first meeting appointment.

A little prior preparation can save you time and money so together we can get to work on getting you the best outcome for your business and lifestyle.

More information is better than no information so bring anything and everything you think will be useful to help us understand where you are and where you want to go.

Check out the links below to various checklists which will help you to know what to bring and to topics to discuss.

Annual Business Tax Compliance

As a guide the checklist can be a useful tool and a great reminder of what took place over the last 12 months.

Account Preparation (Business) Questionnaire 2022

Accounts and Tax Questionnaire 2020


All source documents associated with the activities of the superannuation fund for the year and the completed questionnaire, appropriate to your circumstances.

SMSF 2022 Questionnaire

SMSF 2020 Questionnaire

Personal Tax

Here is a simple, yet comprehensive checklist of things to bring:

ITR Questionnaire 2022

ITR Questionnaire 2020

Quarterly Compliance/BAS

If you are not using Xero we may need access to your most complete MYOB / data file.

Monthly Meetings

  • your agenda
  • documents pertinent to agenda points
  • monthly management reports
  • other business items
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