- Company Establishment Form
- Trust Establishment Form
- SMSF Establishment Form
- Capital Gains Tax Election Form
- Superannuation Contributions Splitting Form
- Superannuation Contributions Choice Form
- Superannuation Fund Nomination Form
- Individual Income Tax Return Information Checklist
- Audit Information Checklist
- Company Information Collection Checklist
To be used when you would like Source Accounting Australia to arrange for a new Company to be set up on your behalf.
To be used when you would like Source Accounting Australia to arrange for a new Trust to be set up on your behalf.
To be used when you would like Source Accounting Australia to arrange for a new SMSF to be set up on your behalf after you have obtained advice from a Licenced Financial Adviser.
To be used when you are selling a business and wish to utilise the CGT rollover relief when transferring some of the proceeds into Super.
To be used when you wish to split up to 85% of your taxable contributions with your spouse.
To be used when selecting your preferred fund for your employer contributions.
To be used when disclosing your Tax File Number to your nominated fund.
To be used when collating your tax return information for the preparation of your individual tax return.
To be used as a guide when you are compiling your SMSF files for audit by Source Accounting Australia.
To be used as a guide when you are compiling your Company information for the preparation of the annual financial statements and Company tax return by Source Accounting Australia.
- Trust Information Collection Checklist.
To be used as a guide when you are compiling your Trust information for the preparation of the annual financial statements and Trust tax return by Source Accounting Australia.