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.
As a guide the checklist can be a useful tool and a great reminder of what took place over the last 12 months.
All source documents associated with the activities of the superannuation fund for the year and the completed questionnaire, appropriate to your circumstances.
Here is a simple, yet comprehensive checklist of things to bring:
If you are not using Xero we may need access to your most complete MYOB / data file.