Client Resources

Quarterly Insights

To help you stay on track in achieving your financial goals, we produce a quarterly newsletter which is complimentary to all our clients.  You can access your copy here.

Income Tax Returns – Year End Checklist

To make sure that we achieve prompt delivery of your work, it is important that your records are complete and that all supporting documentation is included before forwarding to us. Please use the Year End Checklist to assist you with collating your information.

SMSF Resources

To make managing your own self managed superannuation fund easier, you can access a series of videos, information sheets, checklists and invitations of upcoming events here.

Fringe Benefits Tax Returns – Year End Checklist

To help you keep the right records around this complex tax, take a look at the Fringe Benefits Tax Checklist.

Engagement Terms

The standard Engagement Terms can be found here.

Client Portal

To set up your Portal account, click here.

Financial Services Guide

Our financial services guide can be found here

Fact Find

To make sure you are ready for your first meeting with us, please complete some details about yourself here

Monthly Market Update

Stay in touch with what is happening in the share market and how it is impacting your portfolio with our monthly market update.  You can access your copy here.

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