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DOWNLOAD SECTION

Downloads Available To Help You
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:

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.

Click here to download

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. 

Click here to download Checklist

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. 

Click here to download Worksheet

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!

Click here to download Establishing A Business

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.

Click here to download the 03-04 Pocket Tax Guide

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.

Click here to download Business Planning



TIP

Make an effort to understand your tax return - tax is possibly your single biggest expense! 


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