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Annual Tax Return Checklist
SMSF

Are you confused as to what paperwork you need to gather for the completion of your SMSF Annual Tax Return.  Here is a guide to help you.

1.  Bank Accounts & Term Deposits

2.  Equities

3.  Managed Funds

4.  Investment Property

5.  Wrap Account & Other Investments

7.  Other Information

Print a Checklist - Annual Income Tax Return

Contact Us

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We regularly provide information seminars and networking sessions for local businesses and business people. All of our seminars are hosted in our office boardroom, and refreshments are provided.


WHY CHOOSE US?

  • Our ‘Partnership’ Approach
  • Our Community Connection
  • Our Experienced Team

LATEST NEWS

  • Claiming Motor Vehicle ExpensesMarch 6, 2018 - 3:01 am
  • Money mistakes people in retirement makeFebruary 27, 2018 - 5:00 am
  • The pullback in shares – seven reasons not to be too concernedFebruary 22, 2018 - 12:33 am
  • What’s your most important asset?February 16, 2018 - 5:23 am
  • Directors on ‘hit list’ for not paying employee superFebruary 13, 2018 - 5:47 am

CONTACT DETAILS

146 Bloomfield Street Cleveland
P.O. BOX 24, Cleveland QLD 4163

Phone: + 61 (7) 3286 1322
Fax: + 61 (7) 3286 3022
Email: team@hfbgroup.com.au

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Business Hours

Monday-Friday: 8.30am to 5pm
HFB Accounting Pty Ltd – ABN 85 600 231 105
HFB Super Pty Ltd – ABN 66 600 231 089
HFB Financial Planning Pty Ltd – ABN 23 600 646 400

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General Advice Warning:
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your HFB adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither HFG Group nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.