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Maximise your refund with The Aquity Tax Advisors
At The Aquity Tax Advisors we guarantee that your tax returns are prepared accurately with optimal results.
During your consultation, we will discuss your income, tax deductions and entitlements. Our team of qualified tax consultants have years of experience and will advise exactly what you can claim, what receipts you need to keep and how to maximise your returns.
To get the most out of your consultation, please come prepared with the following information. Remember the more information you provide us, the better chance we have of gaining you the maximum refund.
Income
To assess your income, you will need to bring the following (if available):
Finalised Payment summaries provided to you by your employer(s)
Centrelink payment summaries (this could include Youth Allowance, Disability Pension or Newstart)
Lump Sum and Termination Payment Summaries
Share Dividend statements for dividends received or reinvested
Income and expenses from rental properties
Tax statements from trusts, managed investments, property and cash management trusts
Government payment statements, if received Interest income from banks and building societies
Annual Tax Statements from Managed Funds
Statements from Employee share schemes
Deductions
To assess your deductions, you will need to bring the following (if available):
Work-related motor vehicle expenses (Petrol, Insurance Repairs, etc.)
Travel-expenses related to employment (Tolls, Transit costs, etc.)
Work-related uniform expenses
Studies required related to your employment
Other eligible work-related expense (E.g. home office, Internet, mobile phone, tools, seminars, stationery etc.)
Donations over $2 to a Deductible Gift Recipient, such as Charities or Building Funds
Fees paid to tax agent
Interest and fees on investment loans
Income protection insurance
Library funds and school building levies
Claimable fees relating to self-education and professional development
Fees relating to Unions, registrations, subscriptions, or memberships
Payment records relating to Income protection insurance
Remember to bring your bank account details, including the BSB and account number with you to your appointment
Offsets and Refunds
These are other records that you may need to consider when preparing your Tax:
Health insurance and rebate entitlement statements
IAS statements or details of PAYG instalments paid against your taxable income
Spouse details, including taxable and exempt income
Assistance, anytime
Our year-round support means that the buck doesn’t stop at tax time. Your income is dynamic and will always change and shift within your tax context. That is why we’re here 365 days of the year, to help you utilise your investments to your best interest. If you have any questions about your tax situation throughout the year, simply give our office a call, and our team will be happy to help you.
We specialise in making tax simple for you, no matter how complex your arrangements may be. With over 15 years’ experience, we’re fascinated by numbers – and great results.
At The Aquity Tax Advisors we guarantee that your tax returns are prepared accurately with optimal results.
During your consultation, we will discuss your income, tax deductions and entitlements. Our team of qualified tax consultants have years of experience and will advise exactly what you can claim, what receipts you need to keep and how to maximise your returns.
To get the most out of your consultation, please come prepared with the following information. Remember the more information you provide us, the better chance we have of gaining you the maximum refund.
Income
To assess your income, you will need to bring the following (if available):
Finalised Payment summaries provided to you by your employer(s)
Centrelink payment summaries (this could include Youth Allowance, Disability Pension or Newstart)
Lump Sum and Termination Payment Summaries
Share Dividend statements for dividends received or reinvested
Income and expenses from rental properties
Tax statements from trusts, managed investments, property and cash management trusts
Government payment statements, if received Interest income from banks and building societies
Annual Tax Statements from Managed Funds
Statements from Employee share schemes
Deductions
To assess your deductions, you will need to bring the following (if available):
Work-related motor vehicle expenses (Petrol, Insurance Repairs, etc.)
Travel-expenses related to employment (Tolls, Transit costs, etc.)
Work-related uniform expenses
Studies required related to your employment
Other eligible work-related expense (E.g. home office, Internet, mobile phone, tools, seminars, stationery etc.)
Donations over $2 to a Deductible Gift Recipient, such as Charities or Building Funds
Fees paid to tax agent
Interest and fees on investment loans
Income protection insurance
Library funds and school building levies
Claimable fees relating to self-education and professional development
Fees relating to Unions, registrations, subscriptions, or memberships
Payment records relating to Income protection insurance
Remember to bring your bank account details, including the BSB and account number with you to your appointment
Offsets and Refunds
These are other records that you may need to consider when preparing your Tax:
Health insurance and rebate entitlement statements
IAS statements or details of PAYG instalments paid against your taxable income
Spouse details, including taxable and exempt income
Assistance, anytime
Our year-round support means that the buck doesn’t stop at tax time. Your income is dynamic and will always change and shift within your tax context. That is why we’re here 365 days of the year, to help you utilise your investments to your best interest. If you have any questions about your tax situation throughout the year, simply give our office a call, and our team will be happy to help you.
We specialise in making tax simple for you, no matter how complex your arrangements may be. With over 15 years’ experience, we’re fascinated by numbers – and great results.