While not essential you should endeavour to bring the following information to an appointment:

• Last year’s tax return
• Your Tax file number
• Your Payment Summary/ies
(formerly called Group certificate)
• All receipts if you are claiming deductions that total over $300
• If you have a partner their date of birth,
income and tax file number
• Private Health Insurance details.
• If you have shares any dividend advice and the details of any shares sold in the income tax year.
• All other sources of income such as interest from bank accounts, credit unions, dividends from shares or distributions from managed funds.

Please telephone us on 82714061 to make an appointment or email us by using the link below.

We look forward to seeing you.