- Copy of the previous year’s tax return
- Record of sales and purchases dealing with shares, business, or property
- Private health insurance details
- Family details (spouse, children, etc.)
- Income – this includes any income earned, pensions and government payments, bank interest statements, superannuation lump sum payments, etc.
- Expenses – which consist of costs incurred earning income, investment expenses, rental property expenses, cost of managing tax affairs, and charitable donations exceeding $2, etc.
Unsure On What Is The Best Strategy?
If you are unsure if an accountant or bookkeeper is more effective for your circumstances make sure you speak to one of our accounting experts that can guide you to achieve the best outcome based on your current circumstances.
Need a second opinion on your financial situation? Get in touch for an obligation-free meeting and start your journey on financial freedom today.
Who We Are
Aero Accounting Group is a leading accounting firm that assists SMEs and individuals achieve their true potential via the 6-Pillar strategy in order for their clients to live a financially abundant, stress-free and more fulfilling life.
Get in touch today at 02 8417 1090 or email us at firstname.lastname@example.org