This form allows you to upload your completed tax information worksheet and any supporting files you may have.
Please note there are more detailed instructions under the tooltip markers after some of the field labels. In particular, please note that:
If you would like to speak to us directly, please call us on (02) 4648 1089.
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The key tax changes which will likely affect most of our clients are summarised in our annual newsletters.
Read our newsletters here:
June 2020 newsletter
June 2019 newsletter
June 2018 newsletter
Our checklists will help to ensure you have all the information and documentation you need.
Super Fund Checklist