2026 Superannuation Checklist
2026 Superannuation Checklist Click here for 2026 Superannuation Checklist BANK RECORDS & STATEMENTS Bank Statements (01 Jul 2024 to 30 Jun 2025) Deposit Book & Cheque butts Details on Deposits & Withdrawals Receipts & Invoices for payments & deposits Broker Statements (01 Jul 2024 to 30 Jun 2025) INVESTMENTS Maturity Notice for Term … Continued
Read more2026 Individual Tax Checklist
2026 Individual Tax Checklist Click here for 2026 Individual Tax Checklist income Payment Summaries & Income Statements Lump Sum & Termination Payment Summaries Government Payment Statements (If received) Interest from Banks & Building Societies Dividend Statements for Received/Reinvested Dividends Annual Tax Statements from Managed Funds Buy/Sell contract notes for share transactions Annual Tax Statements … Continued
Read moreJune 2026 Newsletter
client alert tax news | views | clues Don’t rush to lodge too early this tax time! You may be tempted to lodge your tax return on 1 July to tick that job off the list, or to chase a refund to help with cost of living pressures. However, the ATO has a clear message … Continued
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