Brisbane's Accounting & SMSF Specialists

Documents

1. Company Establishment Form

To be used when you would like Source Accounting Australia to arrange for a new Company to be set up on your behalf.

2. Trust Establishment Form

To be used when you would like Source Accounting Australia to arrange for a new Trust to be set up on your behalf.

3. SMSF Establishment Form

To be used when you would like Source Accounting Australia to arrange for a new SMSF to be set up on your behalf after you have obtained advice from a Licenced Financial Adviser.

4. Capital Gains Tax Election Form

To be used when you are selling a business and wish to utilise the CGT rollover relief when transferring some of the proceeds into Super.

5. Superannuation Contributions Splitting Form

To be used when you wish to split up to 85% of your taxable contributions with your spouse.

6. Superannuation Contributions Choice Form

To be used when selecting your preferred fund for your employer contributions.

7. Superannuation Fund Nomination Form

To be used when disclosing your Tax File Number to your nominated fund.

8. Individual Income Tax Return Information Checklist

To be used when collating your tax return information for the preparation of your individual tax return.

9. Audit Information Checklist

To be used as a guide when you are compiling your SMSF files for audit by Source Accounting Australia.

10. Company Information Collection Checklist

To be used as a guide when you are compiling your Company information for the preparation of the annual financial statements and Company tax return by Source Accounting Australia.

11. Trust Information Collection Checklist.

To be used as a guide when you are compiling your Trust information for the preparation of the annual financial statements and Trust tax return by Source Accounting Australia.

12. Investment Strategy