$85 Standard Tax Returns

Phone 4755 1111

Financial Planning

Grow Your Wealth Financial Services Townsville.

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What to Bring With You!

Call 4755 1111 now for an appointment or request an appointment online.

 

1. Your PAYG payment summaries (group certificates) or statement of earnings

2. Government payment summaries (eg. pension, austudy, newstart allowance etc)

3. Interest and dividend income

4. Other income eg. Income from managed funds, business income, partnership income, rental income or capital gains details

5. Receipts or details of work related deductions

6. Dependent spouse and children details

7. Spouse income for Medicare levy surcharge purposes

8. Private health fund statement

9. HECS and/or financial supplement loan statements

10. Child care benefit letter and approved child care expenses

11. Last year’s tax return and assessment notice (if available)