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Downloads Available
To Help You |
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Our download page provides easy access to a number of tools, checklists
and forms that can assist individuals and businesses better manage their
personal and business accounting and tax obligations. Documents
available for download are:
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Teachers
 If
you are a teacher it is possible you are entitled to a range of income tax
deductions. If you want to have a go at preparing your own tax return, you
should be aware that the ATO produces a "Occupational Ruling" for
teachers that sets out what teachers can and cannot claim in their tax returns.
If you'd like a copy of this FREE document, contact us and we will send you
one.
If you'd prefer us to prepare your return,
contact us and we'd be delighted to assist and lodge your return electronically.
Electronically lodged returns usually receive refunds within 14 days.
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Click
here to download
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Investment Property Checklist
Thinking
of buying an investment/rental property ? In addition to having variety of
research materials, we have produced a Property Checklist for assisting property
purchasers before they purchase a property.
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Click
here to download Checklist
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Investment Property Worksheet
Do
you have an investment property and need some help in managing the financial
aspects? Well, at Phase III we developed a simple worksheet that helps you to
summarise your investment property income and expenses and meet your income tax
obligations.
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Click
here to download Worksheet
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Establishing A Business
Thinking
about establishing a business ? This detailed checklist will help you think
about a range of issues you may otherwise have overlooked. Given that the
statistics show that 70% of business fail within the first 10 years and about
50% fail within the first 3 years - this document may be very valuable to you!
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Click
here to download Establishing A Business
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2003-2004 Pocket Tax Guide
This handy guide
provides quick reference to current tax tables, FBT
rates, rebates and other useful tax information. Keep it
in your bag or diary for quick reference and easy
reference.
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Click
here to download the 03-04 Pocket Tax Guide
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Business Planning
Have
a business up and running but need some help to get some direction? The process
of developing a business plan can make you think through a range of business
issues that will significantly improve your businesses chance of success and
growth. In addition, many financial institutions require a business plan before
they will lend money or provide any form of financial facility. This document
will help explain what a business plan is and what typically goes into one.
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Click
here to download Business Planning
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Make
an effort to understand your tax return - tax is possibly
your single biggest expense!
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