Hot Issues
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State and Federal COVID-19 support
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ATO extends COVID-19 relief for SMSFs
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Three ways to keep market uncertainty in perspective
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SMSFs, employee share schemes & NALI
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Low interest rates require a strategic rethink
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Greenhouse gas emission by country since 1880
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SMSFs can face situational traps affecting related-party transactions with former spouse
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The right way to rebalance your investment portfolio
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Lockdowns and mental health
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The rise of the female investor
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ATO flags availability of COVID-19 early release super recontribution
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World's largest armies 1816 - 2020
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Retirement can be risky business
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A proven way to build wealth
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Two AAT decisions on what constitutes business real property
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ATO zeroes in on SMSF lifestyle assets
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SMSF scams are on the rise: Here’s how to fight back
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Four steps to plan for a better retirement
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‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
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Videos and other resources for our clients
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SMSF members highly satisfied with funds
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6-member SMSF registration availability to begin mid-August
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SMSFs go for growth
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Tax time: calculating investment income and deductions
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ATO extends Division 7A relief
Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

 

Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.

 

         

Please click on the following links to access the checklists most appropriate to your needs.

 

Superannuation Funds

Individuals

Company Trust Partnership

 

 

Pattinson Financial Services Pty Ltd ABN 17 121 851 376 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd
ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

Tel: +61 2 8850 6888 | Fax: +61 2 8850 6407 | Toll Free 1300 466 637 | PO Box 6253 Baulkham Hills BC NSW 2153

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