Client Resources

Our Newsletters

On this page, we will upload our regular newsletters for you to download. These newsletters contain general tips, financial advice and information for both businesses and individuals. If you would like further advice on any specific content presented in these newsletters, feel free to contact us.

SOME OF OUR UNIQUE STRATEGIES

 

To Download for Free some of our unique strategies such as:
  • Maximise Interest Deductions When Upgrading Home
  • Limited Recourse Borrowing Arrangements
  • Home Buyers Essential Guide
  • Property Investment Essential guide
  • Which Home Loan Guide

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Property Investment Essential Guide
Home Buyers Essential Guide
Limited Resource Borrowing Arrangements
Maximise Interest Deduction When Upgrading Home
Which Home Loan Guide

 

Checklist / Forms

Please find here handy documents for you to download. These contain general tips, financial advice and information for both businesses and individuals. If you would like further advice on any specific content presented in these documents, feel free to contact us.

2012/13 Individual Tax Return Checklist (pdf) 2013/14 Individual Tax Return Checklist (pdf) 2014/15 Individual Tax Return Checklist (pdf) 2015/16 Individual Tax Return Checklist (pdf) 2016/17 Individual Tax Return Checklist (pdf) 2012/13 Year-end Checklist for Business (pdf) 2013/14 Year-end Checklist for Business (pdf) 2014/15 Year-end Checklist for Business (pdf) 2015/16 Year-end Checklist for Business (pdf) 2016/17 Year-end Checklist for Business (pdf)