2025 Checklist

Click the link below to download your 2024 Checklist

2024 Checklist

Please ensure you have all documentation to substantiate your claims. This can be emailed to me also to keep on file.

Onboarding Info - Individual
Onboarding Info - Company
Onboarding Info - Trust

Onboarding Documents

2024 Checklist - Individual
TPB Factsheet
Changes to Professional Standards
New Tax Law Obligations from 1 July 2025

Other Documentation