You can access checklists, the latest rates, calculators, tools and thresholds from the links below:

 

Income Tax:

Individual Tax Return Checklist (Short Version)

A brief checklist to assist with preparation of your income tax return. Note the checklist is only a quick summary and we still encourage you to make an appointment to assist with your income tax return.

Individual Tax Return Checklist (Comprehensive Version)

A comprehensive checklist to assist with preparation of your income tax return. Note this checklist is quite detailed and we don’t require you to complete this in full and encourage you to make an appointment to assist.

2023 Individuals Checklist/Newsletter

2023 Business Checklist/Newsletter

 

Year End Tax Planning Guide

A guide with some good ideas for tax planning

 

Capital Gains Tax:

Capital Gains Tax Checklist (Comprehensive Version)

A comprehensive checklist to assist with Capital Gains Tax calculations

 

Fringe Benefits Tax:

Fringe Benefits Tax (FBT) Checklists, Rates and Lists

Includes a complimentary summary guide from CPA Australia to the procedures and mechanics for preparing fringe benefits tax returns, list of rates and eligible vehicles for FBT exemption

 

Business:

Business Plan Outline

A Business Plan is important and will help give a new (and existing) business a sense of direction and should continually be monitored and updated as the business grows.

 

Other:

Rates, calculators and tools

Various rates, calculators & tools available for businesses can be found at the address below;

https://www.ato.gov.au/Rates/Tax-tables/

 

Key superannuation rates and thresholds

Key superannuation rates and thresholds that apply in relation to contributions and benefits, employment termination payments, superannuation guarantee and co-contributions can be found at the address below;

https://www.ato.gov.au/Rates/Key-superannuation-rates-and-thresholds/?default