2025 Superannuation Checklist

2025 Superannuation Checklist Click here to download 2025 Superannuation Fund 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 … Continued

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Notice of Intent Super Deduction

Notice of Intent Super Deduction Click here to download the Notice of Intent Super Deduction  

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2025 Individual Tax Checklist

2025 Individual Tax Checklist Click here to download the 2025 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 … Continued

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