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

 





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