Instructions for our annual questionnaires are available here.  Please ensure the appropriate questionnaires are printed and completed and you have read our  Terms of Engagement , prior to sending us your financial information.

 

 

What do you need to think about for year end?

Year End Tips

This page highlights what you need to think about prior to completing your annual questionnaire(s).

Next Year Tax Tips

 

Questionnaires

End of Year Procedures  - Computerised Systems

Please complete the following end of year procedures before submitting your year end information or completing the relevant annual questionnaires.

Needs Analysis Questionnaire

This questionnaire will identify other areas in which we can help improve your business performance and financial well-being.

Annual Questionnaire - Business

If you are in a business complete this questionnaire. A questionnaire for each business or business entity that you own needs to be completed.

Annual Questionnare - Personal

If you have personal income complete this questionnaire.  One should be completed for each individual you wish us to prepare a tax return for.  This also covers rebates and Family Assistance entitlements.

Annual Questionnaire - Trust

If you have a trust complete this questionnaire.

We will contact you when we require your financial information.

Annual Questionnaire - Primary Industry - (Farming)

If you have a farm, you should complete the attached form.

Annual Questionnaire - Rental Property

If you have a rental or mulitple rental properties, please complete this form.

Annual Questionnaire - Primary Industry
The following list contains all the relevant information that will allow us to use your information to finalise - please complete this form.

 

Please ensure the appropriate questionnaires are completed, signed and filed

 in the front of your financial information.