Resources

Checklists for Accounting and Tax Preparation

To assist us in preparing your financial statements, please use these checklists when you compile
your information.

Companies and trusts

(PDF)

If you are unsure what information we require to prepare your financial statements.

Individuals

(PDF)

If you are unsure what information we require to process your Income Tax Return

Rental property

(PDF)

If you are unsure what information we require in relation to your rental property

Self Managed Super Funds

(PDF)

If you are unsure what information we require in relation to prepare your SMSF financial statements

Applications for New Entities

Establishment of a discretionary trust

(PDF)

Essential details to establish a discretionary trust

Establishment of a private company

(PDF)

Essential details to establish a private company

Establishment of a unit trust

(PDF)

Essential details to establish a unit trust

Clarity Documents

Merit Wealth

Clarity CA Pty Ltd (ASIC No. 1252352) ABN 79 118 258 996 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002 Australian Financial Services Licence Number 409361

Warren Seeto is a Limited Authorised Representative 1252351 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Not sure what information you need?
Get in touch & we'll happily help you out.