2017 Individual Tax Return Year End Questionnaire
|
|
|
- Tamsin Webster
- 5 years ago
- Views:
Transcription
1 2017 Individual Tax Return Year End Questionnaire Individual Name: Please take the time to complete this checklist as it is a very important part of the accounting process. It helps you: Identify and provide the information we need to prepare Tax Return Minimise the queries from us during the preparation of your Tax Return Ensure we can complete your Tax Return in a timely manner Please complete the Authorisation below as this authorises us to contact necessary organisations, (eg. your bank or insurance company) to obtain information that is required to complete your Tax Returns. Authorisation I authorise ROCG Perth (Insight Business Partners Pty Ltd) to complete the Income Tax Return for me for the 2017 financial year. I authorise ROCG Perth to obtain whatever information is required from third parties to complete the preparation of my Tax Return. Client Signature: Date: In order to ensure you declare income from all sources and understand deductions under the Substantiation guidelines, please complete the following checklist. All questions must be answered. Where replies are in the affirmative details must be supplied. Note: If you are an Insight Financial Partners client, we will liaise with them to obtain information that we have access to.
2 1. Income Yes No N/A Did you receive an Australian Government payment? (incl unemployment, sickness, parenting, mature age allowance or Austudy payment) Did you receive a Centrelink or Department of Veterans Affairs payment? (incl aged, single parenting payment, carer payment) Did you receive any PAYG Payment Summaries? (incl salary, wages, commission, bonuses) What is your main occupation? Did you receive an eligible termination payment? This would occur because you retired, finished a job, received a payment from a super fund, received a payment from an approved deposit fund, changed your pension or annuity into a lump sum, or following the death of a person. Did you receive an Australian annuity or superannuation income stream? Did you receive an Australian superannuation lump sum payment? Did you receive an allowance or benefit or other salary or wage type income, e.g. car or travel allowance, tools, clothing or meal allowance, directors fees, tips etc. Did you receive any interest on bank or other accounts? Did you have any tax (TFN tax) deducted from this interest? Were you a partner in a partnership? If yes, we will need details of income and expenses or the completed partnership financial statement and tax return. Did you receive income as a beneficiary of a trust? This includes cash management, property, equity & other managed funds. If yes, please provide the Annual Tax Statement from the fund. Did you receive any income from carrying on a business, incl a primary production business? If yes, please provide details of income and expenses incurred. Have you sold/disposed of any assets during the year which could be subject to capital gains provisions? This includes shares, units in a unit trust, rental properties. If yes, please provide the offer and acceptance and final settlement statement for the purchase and sale. Did you acquire an asset during the year which could be subject to the capital gains tax provisions? If yes, please provide the purchase offer, acceptance and settlement statement for your cost base records. Did you have an interest in a foreign trust or controlled foreign company? Have you caused the transfer of any property or services to a non-resident trust estate? Did you have an interest in a foreign investment fund/life assurance policy? Did you receive any income from overseas as an Australian resident? This includes dividends, pensions, interest and employment.
3 Did you receive any rental income from a rental property? Please provide annual managing agent summaries, expenses paid personally and loan documents. Did you receive any dividends? Did you receive a bonus from a short term friendly society or life assurance policy taken out after 27/8/1982? Did you receive any other income not mentioned above? 2. Deductions (Please provide a detailed list) Yes No N/A Do you have any work related expenses? Motor vehicle expenses? Travel (air fare/accommodation/meals)? Uniform? Protective Clothing? Please indicate compulsory / non-compulsory/protective. Self education? Includes books, fees (excluding HELP) and travel. Union fees? Subscriptions? Books and Journals? Tools and Equipment? Income Protection Insurance? Seminars? Depreciation? Home office expenses? Includes phone/electricity Percentage % Other expenses? Did you invest in the Australian film industry? Did you pay into a super fund? If yes: please provide name of fund, policy number and total amount paid. Do you have any expenses you can claim as deductions against dividend and interest income? (incl loan interest). Did you make any gifts or donations of $2 or more? (excludes raffle tickets). Do you have an undeducted purchase price of a pension or annuity? Do you have expenses for managing your tax affairs?
4 3. Tax Offsets Yes No N/A Did you maintain a spouse (married or de facto and no children)? If yes, please provide spouses income. Are you a sole parent and have sole care of a dependant child or student during the year and did not receive any payments from Centrelink? Are you eligible to claim a zone offset or overseas forces offset? If so, please provide location and dates residing in each zone. Are you eligible to claim any other offsets, e.g. net medical expenses, invalid relative 16 years or older; parents; housekeeper. Please note you will not be eligible to claim the net medical expense offset if you have not claimed any medical expenses in 2013/14, 2014/15 and 2015/16 years. Did you have private hospital cover? If yes please the annual statement as provided from your health insurance fund is required. 4. Other Yes No N/A Were you 18 years of age at 30/06/17? Did you become a resident of Australia or cease to be a resident of Australia during the year? If yes please provide details Medicare Levy Do you consider that you are eligible for the Medicare Reduction or Exemption (defence force arrangements, repatriation arrangements, blind pensioner/sickness allowance from DSS, non-resident of Australia, and member of a diplomatic mission in Australia). Did you pay any PAYG instalments to the Tax Office during the last financial year? HELP/Student Financial Assistance Supplement Scheme Loans/Statements? Did you earn over $300,000 during the 2016/17 year? If yes please be aware that you maybe liable for an extra 15% tax on super contributions. This can be paid personally or through your super fund, the ATO will send you documentation once your tax return is assessed. If you are a new client please provide a copy of last year s tax return and Notice of Assessment.
5 Financial Planning Issues Yes No N/A You may be an existing client of Insight Financial Partners Pty Ltd, our financial planning division, or may be interested in enquiring about our services. If you would like a review at the same time that your tax return is being prepared, please book an appointment with us. If you need an initial consultation on your personal financial planning issues at no cost or obligation, please attach the following: Summary of personal assets/liabilities Home loan statements for the last 12 months Personal insurance copy of life, trauma, TPD or income protection insurance policies or premium notices Estate Planning copy of will/power of Attorney Investments summary of shares, real estate and other investments with original purchase dates and costs for CGT purposes Super Fund copy of personal members statements for all funds held (incl family members we can help) Finance documents copies of current HP, Lease or Chattel Mortgage contracts/documents for vehicles or other assets Would you like someone to contact you with regard to financial planning? Insight Financial Partners Pty Ltd is a member of Count Financial Ltd t/a Count Wealth Accountants AFS Licence No We specialise in Financial Planning, Investment Reviews, Personal Insurance, Online Broking, Superannuation, Home and Investment Loans, Business Loans and Leasing
6 Update of Address Details To ensure that our records are up to date, please provide us with any UPDATE of the following details: Person to Contact with Queries: Physical Address: Postal Address: Primary Home Phone: Work Phone: Mobile Phone: Fax: Twitter Profile: LinkedIn Profile:
Income Tax Return Checklist Year end 30 June 2018
Income Tax Return Checklist Year end 30 June 2018 Name: Date of Birth: ABN (if applicable): Please provide the following information in order for us to complete your tax return Personal details: Are you
Tax Return Checklist Individual Tax Return INSTRUCTIONS GENERAL TAX INFORMATION. Information for 2017 Tax Return
INSTRUCTIONS Please complete your details below (for the period 1 July 2016 to 30 June 2017, unless stated otherwise). You may wish to refer to our 2017 Year End Is it Tax Deductible Checklist for Individuals.
Client Details Form 2018 Individual Income Tax Return
Client Details Form 2018 Individual Income Tax Return Full Name Tax File Number Date of birth / / ABN (if applicable) Address Address (postal) (Put as above if the same) Mobile: Telephone contacts Business
2016 Individual Income Tax Return Information Sheet
Full Name Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours (work) : After Hours (home): Email Electronic banking
Individual Income Tax Return Checklist
www.tascentre.com.au Mount Isa Qld: (07) 474 36342 Casuarina NT: (08) 8941 3900 Individual Income Tax Return Checklist For the financial Year 1 July to 30 June. (all questions below relate to this period).
2017 Individual Income Tax Return Checklist
2017 Individual Income Tax Return Checklist Full Name Tax File Number (TFN) Has name changed since last return? Date of birth Are you an Australian resident? ABN (if applicable) Yes / No If Yes, previous
2018 Individual Income Tax Return Checklist
2018 Individual Income Tax Return Checklist 1. Salary or wages Income Please provide evidence Yes No Unsure 2. Allowances, earnings, tips, director s fees etc. 3. Employer lump sum payments 4. Employment
Personal Income Tax Return Year End Questionnaire 2016
Personal Income Tax Return Year End Questionnaire 2016 Client: Date: To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With
2014 PERSONAL INCOME TAX RETURN CHECKLIST
WHM PARTNERS PTY LTD Suite 4, 622 Ferntree Gully Road Wheelers Hill Victoria 3150 PO Box 5221, Brandon Park Victoria 3150 T. +61 3 9561 8588 F. +61 3 9561 8677 E. info@whmpartners.com.au W. www.whmpartners.com.au
2018 Individual Income Tax Return Information Sheet
2018 Individual Income Tax Return Information Sheet Full Name Tax File Number Date of Birth ABN (if applicable) Address Postal address (if different) Telephone Mobile: Business hours: After hours: Email
2018 individual income tax return checklist
PO BOX 8124, Baulkham Hills NSW 2153 www.norwestsolutions.com.au admin@norwestsolutions.com.au 2018 individual income tax return checklist Please note that the 2018 individual income tax return interview
2018 Individual Tax Return Checklist
2018 Individual Tax Return Checklist Ample Finance Group Pty Ltd (T/as Ample Finance) ABN 52 602 835 209 Tax Agent Number: 25255377 Address: T7 / 1 Queens Road, Melbourne, VIC 3004 Phone: (03) 9988 2911
2016 Client Profile Form
2016 Client Profile Form (All new and existing clients to complete) / / CURRENT INFORMATION Preferred Name Title Given Name(s) Surname E-mail Address 1 E-mail Address 2 Address (physical) P.O. Box not
2016/17 Individual Income Tax Return Checklist
2016/17 Individual Income Tax Return Checklist To assist us in preparing your income tax return, please use this checklist when you compile your information. Completing the checklist can take some time
INDIVIDUAL TAX CHECKLIST 2013
FULL NAME: HOME ADDRESS: _ POSTAL ADDRESS: TELEPHONE: (H) (W) (M) EMAIL: FAX: OCCUPATION: BANK ACCOUNT DETAILS From 1 July 2013 the ATO won t be issuing cheque refunds. All refunds will need to be banked
GOODMAN CHARTERED ACCOUNTANTS INDIVIDUAL TAX CHECKLIST 2011 Income Tax Return
Name: Occupation: Residential Address: Postal Address: Telephone: (H) (W) (M) Email: Fax: INCOME 1 Salary or wage Include PAYG payment summaries. 2 Allowances, earnings, tips, director s fees, etc. Provide
Personal Income Tax Return Year End Questionnaire 2016
Personal Income Tax Return Year End Questionnaire 2016 Client: Date: To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With
TAX INFORMATION CHECKLIST 2018
TAX INFORMATION CHECKLIST 2018 INDIVIDUAL This checklist has been designed to assist our salary & wage clients with ensuring that all relevant documentation is collated and provided to our Firm to enable
Personal Income Tax Return - Year End Questionnaire 2018
Personal Income Tax Return - Year End Questionnaire 2018 To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With respect to
PERSONAL INCOME TAX RETURN QUESTIONNAIRE
PERSONAL INCOME TAX RETURN QUESTIONNAIRE Checklist for the year ended 30 June 2017 Instructions: 1) Please answer all questions. If a question does not apply to your circumstances, please mark with "N/A.".
Tax Year Ending JUNE 2018 Individual income tax return checklist
2018 Tax Year Ending JUNE 2018 Individual income tax return checklist Full Name Mr / Mrs / Miss / Ms Name changed since last return? Tax File Number Date of birth YES/NO If YES, previous name: ABN Are
Visions Synergy Associates (Certified Practising Accountant & Registered Tax Agent)
2007 Client tax return interview checklist Tax File Number:.../... /... ABN:... Are you an Australian resident? YES/NO/UNSURE... Name: Mr/Mrs/Ms/Miss:... Name changed since last return? YES/NO If YES,
2017 Personal Tax Return Questionnaire
Thank you for choosing Brilliance for Business to complete your 2017 Income Tax Returns. To ensure we can process your returns as efficiently as possible, we have set out below a questionnaire to assist
2017 Flight Attendants Tax Checklist
Page 1 of 5 I have read the questions in this checklist and confirm that I have considered and answered each question as it relates to my circumstances. The completed form and attached receipts, log books
Tax return for individuals July 2011 to 30 June 2012
Use Individual tax return instructions 2012 to fill in this tax return n Print clearly using a black pen only n Use BLOCK LETTERS and print one character per box S M I T H S T Tax return for individuals
INDIVIDUAL INCOME TAX RETURN CHECKLIST 2018
INDIVIDUAL INCOME TAX RETURN CHECKLIST 2018 Please complete this checklist and return to our office via fax, post or email: Fax: 1300 726 132 Postal Address: GPO Box 4347, Melbourne, VIC 3001 Email: info@thehopkinsgroup.com.au
Client Name Home Address Postal Address Address (Mandatory) ABN (if applicable) Tax File No. Date of Birth Australian Resident?
2018 Individual Income Tax Return Kit Client Details SYNERGY PTY LTD Client Name Home Address Postal Address Email Address (Mandatory) ABN (if applicable) Tax File No. Date of Birth Australian Resident?
Medicare levy M1. Medicare levy reduction or exemption. Part A Medicare levy reduction
Medicare levy reduction or exemption Medicare levy M1 This question is about whether you qualify for a Medicare levy reduction or exemption. Australian residents are subject to a Medicare levy of 1.5%
2007 Client tax return interview checklist
2007 Client tax return interview checklist Tax File Number:.../... /... ABN:... Are you an Australian resident? YES/NO/UNSURE... Name: Mr/Mrs/Ms/Miss:... Name changed since last return? YES/NO If YES,
2018 Personal Tax Return Instructions
Page 1 of 6 2018 Personal Tax Return Instructions Your Last Name Your Given Names Postal Address Residential Address (if different to postal address) Your Occupation Work Phone No Mobile Phone No Home
2017 TAX RETURN CHECKLIST
2017 TAX RETURN CHECKLIST With the end of financial year fast approaching, we have compiled a checklist regarding income and expenses that need to be on hand for the preparation of your tax return. The
MRL Group Pty Ltd Chartered Accountants. Business Solutions. PERSONAL INCOME TAX RETURN CHECKLIST 30 JUNE 2017
MRL Group Pty Ltd Chartered Accountants. Business Solutions. PERSONAL INCOME TAX RETURN CHECKLIST 30 JUNE 2017 This checklist is designed as a guide for the preparation of your personal income tax return.
Instructions for completing the PAYG withholding variation application 2013
Complete the application if you want to vary the rate or amount of pay as you go (PAYG) tax withheld from payments made to you for the year ending 30 June 2013. You must also complete the PAYG withholding
2017 individual income tax return checklist
2017 individual income tax return checklist Full Name Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours (work)
TAX EXPRESS CHECKLIST FOR INDIVIDUAL TAX RETURN TAXEXPRESS 2018 INDIVIDUAL TAX RETURN CHECKLIST
TAXEXPRESS 2018 INDIVIDUAL TAX RETURN CHECKLIST Remember you only have to provide answers to those questions that are relevant to you, and by emailing /mailing/faxing documents to us (e.g. payment summary,
Lesson 6 - Temporary Budget Repair Levy, Medicare Levy and Tax Calculation
Tax Training School Lesson 6 - Temporary Budget Repair Levy, Medicare Levy and Tax Calculation Table of Contents Taxable income and rates of tax 2 Budget repair levy 2 The Medicare levy 2 Exemptions from
Individual Tax Interview Checklist Income Tax Return
The interview checklist is a series of questions to assist clients and tax practitioner s complete tax returns efficiently and consistently and to help identify relevant tax issues for special consideration.
2018 TAX RETURN CHECKLIST
2018 TAX RETURN CHECKLIST With the end of financial year fast approaching, we have compiled a checklist regarding income and expenses that need to be on hand for the preparation of your tax return. The
INDIVIDUAL TAX INTERVIEW CHECKLIST 2012 INCOME TAX RETURN
INDIVIDUAL TAX INTERVIEW CHECKLIST 2012 INCOME TAX RETURN This interview checklist is a series of questions to assist clients and tax practitioner s complete tax returns efficiently and consistently and
2018 Individual Tax Return Checklist
2018 Individual Tax Checklist Name of Client Tax File No (TFN) Instructions: Where relevant, double-click on the check boxes and select Checked The following income tax return checklist should be completed
2017 PERSONAL INCOME TAX WORKSHEET
2017 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname Date of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address
2018 INDIVIDUAL TAX RETURN - CHECKLIST
info@mwpartners.com.au 2018 INDIVIDUAL TAX RETURN - CHECKLIST Please use this document to collect all necessary information for the completion of your tax return for the financial year ended 30 June 2018.
Lesson 7 - Tax Offsets
Tax Training School Contents Tax Offsets 2 Refundable Tax Offsets 2 Tax Offsets on the return 2 T1 - Senior and Pensioners (including self-funded retirees) 4 T2 - Australian Superannuation Income Stream
Review of Lessons 1 to 7
Review of Lessons 1 to 7 Lesson 1 Lodgement Requirements What is Tax? Compulsory contribution to the revenue of the state and/or nation Tax is managed by the State and Federal Governments and is levied
Client details form individual income tax return
Full Name Client details form individual income tax return Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours
Medicare levy variation declaration
Instructions and form for taxpayers Medicare levy variation declaration WHO SHOULD COMPLETE THIS DECLARATION? You should complete this declaration if you want to: n increase the amount withheld from payments
Financial Year
Income Tax Data Sheet 2013-14 Financial Year Please only complete information NOT already recorded in prior years Please keep a copy of ALL documents you send to us Date:... Name: Date of Birth:..........
ANNUITY TAX GUIDE ANNUITY TAX GUIDE TO HELP YOU COMPLETE YOUR TAX RETURN Issue date: July 2018
ANNUITY TAX GUIDE 2018 ANNUITY TAX GUIDE TO HELP YOU COMPLETE YOUR 2017 2018 TAX RETURN Issue date: July 2018 Annuity Tax Guide 2018 This guide will help you to complete your 2017 2018 tax return if you
2016 PERSONAL INCOME TAX WORKSHEET
2016 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address
Financial Year 1 st of July th June 2018 Personal Tax Organiser Checklist
Phone: (03) 5229 1290 Fax: (03) 5222 1629 Email: enquiries@spinell.com.au Director: Patrick Klemke Dip.Acc B.Com CPA 14 Belmont Street PO Box 252 Associate: V. Joseph Dancevic BELMONT VIC 3216 BELMONT
Taxation Return Checklist
Taxation Return Checklist Tax File Number: YOUR DETAILS MrMrsMiss: Bank name: Account name: Date of birth: DDMMYYYY Daytime phone: Fax: Email address: Residential street address: Suburb: BSB: Branch: Bank
CLIENT FACT FIND COMPREHENSIVE
CLIENT FACT FIND COMPREHENSIVE This Client Fact Find is issued by: Rimbal Investment Services Pty Ltd ( Rimbal ) Australian Financial Services Licence No. 472548 Client Name/s.. Date Rimbal Authorised
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
TAX RETURN IBO CHECKLIST. The sky s the limit
2015 TAX RETURN The sky s the limit SURNAME: FIRST NAME: OTHERS: ADDRESS: SUBURB: POSTCODE: HOME TEL NO: WORK TEL NO: MOBILE TEL NO: EMAIL: TFN: ABN: DOB: SPOUSE NAME: TFN: DOB: INCOME Gross salary, wages,
MEDICAL SERVICES GROUP 2017 Income Tax Information
MEDICAL SERVICES GROUP 2017 Income Tax Information Full Name Home Address Postal Address (if different from above) Occupation / Speciality Date of Birth Phone (W) Mobile Tax File Number Phone (H) Email
INFORMATION FOR 2016 TAX RETURN CHECKLIST INDIVIDUAL
For year ended 30 th June 2016 Page 1 of 9 INFORMATION FOR 2016 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged
INFORMATION FOR INCOME TAX RETURN CLIENT CHECKLIST INDIVIDUALS - for year ended 30 June 2016.
INFORMATION FOR INCOME TAX RETURN CLIENT CHECKLIST INDIVIDUALS - for year ended 30 June 2016. To assist us in preparing your income tax return, please use this checklist when compiling your information.
Medicare levy M2. Medicare levy surcharge. Dependants For this question, a dependant (regardless of their income, includes:
Medicare levy surcharge THIS QUESTION IS COMPULSORY. Medicare levy M2 The Medicare levy surcharge (MLS) is in addition to the Medicare levy. The MLS rate is 1% of: n your taxable income n your total reportable
Financial Planning Questionnaire
Financial Planning Questionnaire Issue Number 1 June 2013 Prepared for Adviser Name Contents Personal Details 3 Lifestyle and Financial Goals 5 Investment Preferences 7 Income Expenditure Analysis 8 Assets
TaxPack Instructions for taxpayers. To help you complete your tax return 1 July June Lodge online.
Instructions for taxpayers TaxPack 2009 To help you complete your tax return 1 July 2008 30 June 2009 Lodge online. n Use e-tax to prepare and lodge your tax return online. n Most refunds are issued within
Susan Nash & Associates Document Checklist
Susan Nash & Associates Document Checklist Print this PDF out to help you remember what information you need to bring or email/fax to your next appointment with Susan Nash & Associates. As a bare minimum
Tax file number declaration
Instructions and form for taxpayers Individuals Tax file number declaration The information you provide in this declaration will enable your payer to work out how much tax to withhold from payments made
Select Your Service. We re not just another Accounting firm You re not just another client
Our Abacus Angels have made tax season even easier for you this time around with their new and improved EasyPack transforming in to a SIX STEP process! This form contains questions that will help us prepare
The NTAA 2016/17 Year End Supplement
The Tax Advisers' ' Voice July 2017 Year End Supplement The NTAA 2016/17 Year End Supplement Voice Page 1 Voice 2016/17 Supplement Index Capital Gains Tax Improvement Thresholds... 21 Cars Per Kilometre
INFORMATION FOR TAX RETURN CHECKLIST 2012
INFORMATION FOR TAX RETURN CHECKLIST 2012 For year ended 30 th June 2012 IMPORTANT NOTE WORKFLOW MANAGEMENT As your Tax Returns are not due for lodgement until April 2013, please advise: a. Is your Return
Information you need to know about your
Information you need to know about your Permanent Residential Aged Care Request for a Combined Assets and Income Assessment The Australian Government Department of Human Services or the Department of Veterans
Money when it matters most
INSURANCE IN YOUR SUPER Money when it matters most Effective 30 March 2019 Contents Page Why you need cover 5 Cover you get when you join 7 Basic cover 8 When cover starts 8 Are you under 25? 11 Changing
2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS PLEASE PROVIDE TO US IN RELATION TO YOUR INCOME:
2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS NAME: OCCUPATION: HOME PHONE: MOBILE: EMAIL: RESIDENTIAL ADDRESS: POSTAL ADDRESS: BANK ACCOUNT DETAILS: BSB: Account Number: Account Name: PLEASE PROVIDE
Lifestyle Questionnaire
finstyle planning solutions Lifestyle Questionnaire Client Name Partners Name Finstyle Planning Solutions Pty Ltd Corporate Authorised Representative of Total Financial Solutions Australia Ltd ABN: 94003771579
INSURANCE IN YOUR SUPER. Money when it matters most
INSURANCE IN YOUR SUPER Money when it matters most Effective 26 May 2018 Contents Page Why you need cover 5 Income Protection cover 8 Death and TPD cover 18 Terminal illness benefit 26 Nominate your beneficiaries
Client Needs Analysis
Date: / / Client Needs Analysis YOUR DETAILS: Full name (Client 1): Full name (Client 2): If company and/or Trust: Company/Trust name: ABN/ACN Registered address: Business address (If different from above)
INFORMATION FOR 2017 TAX RETURN CHECKLIST INDIVIDUAL
For year ended 30 th June 2017 Page 1 of 9 INFORMATION FOR 2017 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged
Please find enclosed a checklist to assist in the preparation of your 2013 Income Tax Return.
TAX TIME 2013 Dear Client, Please find enclosed a checklist to assist in the preparation of your 2013 Income Tax Return. The checklist and all supporting documentation should be brought with you to your
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
FirstTech Pocket guide. Adviser use only
FirstTech 2011 12 Pocket guide FirstTech was ranked 1st by advisers for Technical Support in the 2011 Wealth Insights Fund Manager Service Survey. Contents Income tax rates 2 Capital gains tax (CGT) 8
Accumulation account. Contents. Product Disclosure Statement (PDS) About LGIAsuper 1. How super works 2. Benefits of investing with LGIAsuper
Accumulation account Product Disclosure Statement (PDS) Date prepared: 18 January 2019 Date issued: 21 January 2019 Contents About LGIAsuper 1 How super works 2 Benefits of investing with LGIAsuper 3 Risks
How super is taxed guide (AP.4)
How super is taxed guide (AP.4) Issued 25 January 2018 The information in this document forms part of the ESSSuper Accumulation Plan Product Disclosure Statement dated 25 January 2018. Contents Providing
Adviser AT YOUR FINANCIAL SERVICE. Life Solutions Wealth Solutions. Super Fast Facts 2006/07
Adviser AT YOUR FINANCIAL SERVICE Life Solutions Wealth Solutions Super Fast Facts 2006/07 Issued July 2006 Important note The information contained in this booklet is of a general nature only and does
2016 SMSF Tax Return Year End Questionnaire
2016 SMSF Tax Return Super Insight Level 1 1109 Hay Street WEST PERTH WA 6005 T: +618 6315 2700 F: +618 6315 2741 Superannuation Fund Name: Please take the time to complete this checklist as it is a very
P&L BUSINESS SERVICES
YOUR PERSONAL DETAILS Name Home Address Postal Address Email Address INDIVIDUAL TAX RETURN CHECKLIST - 2016 Date of Birth Home Phone Tax File Number Mobile SPOUSE DETAILS Name Date of Birth Date of Marriage/
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
Income and Assets Assessment for Aged Care Home Costs
Income and Assets Assessment for Aged Care Home Costs If you have made the decision or are thinking about moving into an Australian Government-subsidised aged care home, there are four main types of costs
Understanding superannuation
Understanding superannuation Client Fact Sheet February 2012 Superannuation is an investment vehicle designed to assist Australians save for retirement. The Federal Government encourages saving through
Application for early release: severe financial hardship (Case 1)
Application for early release: severe financial hardship (Case 1) Use this form if you wish to apply for the early release of your superannuation benefit on the grounds of severe financial hardship. Please
Income and assets Checklist for the Fee Estimator
Income and assets Checklist for the Fee Estimator This checklist will help you to use the aged care Fee Estimators on My Aged Care website which can give you an estimate of fees and payments of aged care,
2017 Taxation Checklist
2017 Taxation Checklist Yes No Details 1. Have there been changes to personal details? Please advise over INCOME 2. Have you received Payment Summaries (formerly group certificates)? 2a What is your main
Super and Pension Manager Supplementary Product Disclosure
Super and Pension Manager Supplementary Product Disclosure Statement Macquarie Wrap Smart administration solutions made simple Super and Pension Manager Supplementary Product Disclosure Statement (SPDS)
intrust.com.au. Brisbane QLD 4000 Mail GPO Box 1416, Brisbane QLD 4001 Fax
Sort your super in minutes with this one easy form. Core Super MySuper APPLICATION FOR MEMBERSHIP EFFECTIVE 13 AUGUST 2018 Complete and return the form with the reply paid envelope provided, or you can
<<Insert Business Name>>
Summary Data Client Information Summary Business Entity Review Date Client 1 Date Tax File Number Employment Status Client 2 Date Tax File Number Employment Status Prepared by Accountant
ANNUAL CLIENT QUESTIONNAIRE CHECKLIST 2017 FINANCIAL YEAR
81 Cashmere Road PO Box 28-132 Christchurch 8242 Phone: (03) 337 0076 Mobile: 027 220 6299 Email: cyril@childs.co.nz Website: www.childs.co.nz Name: Balance Date: 31 March 2017 ANNUAL CLIENT QUESTIONNAIRE
Fringe Benefits Tax (FBT) Questionnaire
Fringe Benefits Tax (FBT) Questionnaire Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the
Tax file number declaration
Instructions and form for taxpayers Tax file number declaration Information you provide in this declaration will allow your payer to This is not a TFN application form. ato.gov.au/tfn Terms we use When
Fringe Benefits Tax (FBT) Questionnaire Year
Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the information we need to prepare your Fringe
Guardian Investments - Budget 2016: What you need to know
Guardian Investments - Budget 2016: What you need to know This year s Federal Budget includes the most significant changes to Australia s superannuation system since 2007, plus tax initiatives to support
JUNE 2017 NEWSLETTER. The 2017 financial year has seen the raft of changes, first introduced in the 2016 budget, legislated into law.
JUNE 2017 NEWSLETTER The 2017 financial year has seen the raft of changes, first introduced in the 2016 budget, legislated into law. Fortunately the 2017 budget did not announce any further large reform
Fringe Benefits Tax (FBT) Questionnaire Year
Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the information we need to prepare your Fringe
Superannuation changes
This year s Federal Budget includes the most significant changes to Australia s superannuation system since 2007, plus tax initiatives to support low income earners and small businesses. On Tuesday 3 May,
CommInsure Corporate Insurance. Superannuation Trust. Annual Report 2015
CommInsure Corporate Insurance Superannuation Trust Annual Report 205 Fund CommInsure Corporate Insurance Superannuation Trust ABN 49 968 8 565 R072457 PO Box 282 ALBURY NSW 2640 Phone: 300 767 400 Facsimile:
NOMINATING YOUR BENEFICIARIES FORM
NOMINATING YOUR BENEFICIARIES FORM BOCSUPER Complete this form to advise BOC Super s Trustee how you would like your death benefit to be paid. You can make either a binding or non-binding nomination for
Making the most of redundancy. THE AXA There s. life after redundancy PLAN.
Making the most of redundancy THE AXA There s life after redundancy PLAN. Making the most of redundancy What payments will I receive? You may receive a termination payment from your employer. The amount