Here, you will find some checklists and resources that may be helpful when dealing with your accountant for your compliance work, and, for setting up new structures.

The tax checklists are all in excel format and the new structure checklists are pdfs, so feel free to right-click and save-as for future reference.

• 2011 Investor’s Tax Return Checklist – Individual
• 2011 Investor’s Tax Return Checklist – Company
• 2011 Investor’s Tax Return Checklist – Trust
• 2011 Investor’s Tax Return Checklist – SMSF
• 2013 PAYGW Variation Checklist For Negatively Geared Investors
• Trust Creation Checklist
• Company Creation Checklist
• Explanatory Memorandum from MGS – Discretionary Trusts
• Explanatory Memorandum from MGS – Hybrid Trusts
• Explanatory Memorandum from MGS – Unit Trusts