Useful Links And Forms

Forms Tax Information

• Business / Personal Tax Return Checklist
• SMSF Tax Return Checklist

• Home Office Expense Checklist
• Investment Income Form
• Motor Vehicle Form
• Rental Property Form
• Obtain a Title Search
• Property Valuation Form
• Investment Strategy with LRB
• Collectables Held Form
• Work Test Declaration
• ATO Notice To Claim a Tax Deduction
• Confirmation of Contributions Form
• Trustee Minutes
• Confirmation of Benefits Paid
• Rollover Benefits Statement
• Retirement Declaration age 56-59
• Retirement declaration age 60-64
• Investment Strategy
• Client Contact Update Form
• Work Related Deductions

Forms For Business

• Start Up Expense Checklist
• Business Start Up Checklist
• Business Plan Template
• Cash Flow Budget Template
• Profit & Loss Template 

Brochures (PDF)

• Corporate Brochure
• 11 Things Every Trades Person Should Know                         
• Industry Benchmarks for Trades             
• The Motor Vehicle Tax Guide
• Claiming Home Office Deductions

Newspapers

• The Age 
• The Herald Sun                                                                         
• The Australian Financial Review                                                    

Useful Links                                                                                

• Australian Taxation Office(ATO)
• ATO For Individuals
• ATO For Business
• ATO Superannuation
• Aust. Securities & Investment Commission
• Australian Business Register
• Financial Ombudsman Service
• Centrelink
• Australian Stock Exchange
• Financial Planning Association

Business Accounting Software Suppliers

• Xero
• Cashflow Manager
• Saasu
• BankLink
• MYOB
• Reckon
• Sage Australia

Note: The website links listed on this page are for general interest only. We do not endorse any products or services offered by the various providers.

Tolevsky Partners - Build Your Business & Grow Your Wealth