Your tax, planned the way you'd plan your life — for the long run.

Company registration Using a PTY LTD company? Confirm directors, shareholders, shares and ABN/GST setup first. Family trust Holding business or investment assets in a family trust? Start with roles and annual tax obligat... Fixed Unit Trust Setting up with partners? Confirm units, ownership percentages and exit arrangements first. Sole trader ABN Starting as an individual contractor or small operator? Check ABN, GST and business name needs. Business name Trading under a brand or shop name? Confirm the holder entity and ABN first.

Individual tax return Preparing an individual tax return? Use the checklist to organise salary, rental and CGT records... Small business tax / BAS Need BAS, bookkeeping, payroll or year-end tax? Compare the service scope first. Non-resident property tax Overseas with Australian property? Organise rental, loan, sale and TFN records first.

ASIC annual review Received an ASIC Annual Review or need company changes? Keep review and changes separate. Tax consulting Not sure about a complex tax issue? Book a consultation and clarify the next step. ATO agent linking Need to authorise us with the ATO? Complete client-to-agent linking through the ATO system. DASP super refund Leaving Australia and claiming super? Check visa, departure and super fund details first.