Chartered Accountants FAQs

What records are required to prepare my tax return

This depends on what type of tax returns you require. As a general rule the following is required:

  • Bank Statements (Reconciled to the End of the Year)
  • All Hire Purchase, Lease and Loan Documents relating to your business or investments
  • Details of all your income from Investments, Capital Gains, Interest or Business
  • Details of all Expenses relating to your income earning
  • Copies of All Business Activity Statements lodged and any working pages
  • Tax returns from previous years
  • Details of your previous accountant if you operate a Business
I have more than one tax return outstanding - are you able to help me?

We sure can! Our specialised team will be more than happy to assist you in making your lodgements up-to-date.

How long does it take the ATO to process my tax refund?

Generally the ATO take up to 14 days to process tax returns, however, their processing standard for individual tax returns is 28 days. These time frames can vary depending on other circumstances.

How can I pay you?

We accept payment by: BPAY, cash, credit card and we also have EFTPOS available at reception – it’s important to use the correct CRN (Customer Reference Number) when making a payment.

How long do I need to keep my tax records?

Generally, you must keep your written evidence of income and expenses for five years from the date you lodge your tax return or is due to be lodged. Special guidelines apply to depreciable assets and individuals with simple tax affairs.

Financial Services FAQs

What should you expect at the initial meeting?

The initial meeting with your financial adviser is complimentary and obligation free. During the first meeting we will get to know you, identify your goals, consider any opportunities and determine whether we can add value to your financial situation. The initial meeting can take up to one and a half hours.

What do I bring to the first appointment?

The more information you can bring to your meeting, the better your financial adviser can understand your financial situation and the faster we can help. Try to bring information about:

  • Your income: recent payslips, tax returns and investment statements
  • Your expenses: bank and credit card statements
  • Your assets: superannuation, term deposit, shares, managed funds and investment properties
  • Your debts: information about home loans, personal loans, car loan and credit cards
What does financial advice cost?

The initial introductory meeting is complimentary.

Typically, there is an initial fee to cover identifying your needs and goals, developing strategies and implementing the recommendations. There may also be administration and ongoing service fees for regular reviews of your financial plan to ensure you are on track to achieving your goals. The cost will depend on the complexity of your financial situation and plan.  Your financial adviser will clearly explain the fees applicable to your situation before you engage our services.

Do I need financial advice?

You may have avoided getting financial advice because you are not sure how a financial adviser can help you. Financial advice may add value by helping you define your financial goals and working with you to develop a plan to achieve them over time.

The type of advice you may require will depend on your life stage. The initial appointment is complimentary so let us explain how financial advice may help you.