– HIGHVIEW’S APPOINTMENT CHECKLIST –

Note: you only need to bring the items listed that are applicable to your current circumstance (i.e. if you do not own a rental or investment property point 9 is not applicable to you.)

1. PAYG Withholding certificate(s); Group certificates; Termination payments
2. Australian Government pensions and payments
3. Bank statements showing interest received for the financial year
4. Dividend statements
5. Managed fund / investment tax statement
6. Receipts for any work related expenses, including car, logbook for travel, uni­form, self education
7. Private health insurance statement (if insured)
8. Income protection insurance statement (if insured)
9. Rental statements and receipts pertaining to investment properties
10. Last year’s tax return and invoice
11. Bank details for electronic funds transfer: BSB No & Account No
12. Current home loan bank statement(s)
13. Small Businesses: list of business income & expenses summarised for the current financial year

If you have any queries prior to your appointment please do not hesitate to contact your Accountant.