What do I need to bring to my appointment?

All Clients:

  • Tax file number(s)

Individual clients:

  • PAYG summary/group certificate
  • Private health details
  • Total of all deductions (we will run through this in great detail during our appointment, should we require additional information, we will create a to-do list and you may either email through or re-visit for a subsequent appointment)

With Rental property:

  • Rental property agents summary
  • Interest expense for the year
  • Depreciation schedule(s)
  • Any expenses not on agents summary (ie council rates, repairs, landlord insurance etc)
  • Lenders mortgage insurance and amount under-taken

Capital gains:

  • Purchase price and date of shares / asset
  • Sale price and date of shares / asset
  • Expenses incurred in purchasing asset / shares (ie brokerage fees)
  • Any holding expenses incurred which have not already been deducted for tax
  • Depreciated expenses which have been deducted for taxation prior

Business clients:

  • ABN/ACN’s (if applicable)
  • Copy of book keeping records for the year
  • Login to any book keeping software (ie xero)(if applicable)
  • Total income (if not on records)
  • Total expenses (if not on records)
  • Purchase price and date of any assets purchased for depreciation purposes
  • Total interest paid on assets for the financial year
  • Any personal expenses not on book keeping records (ie home gas, elec, rent etc)
How long will it take?

Standard consults will usually take around 1 hour.

Additional time may be incurred for complicated / lengthy / non standard works.

How do I get to your office / Parking?

Our office is approx 800m from South Yarra Station. Once you have arrived at South Yarra Station either catch the number 8 tram two stops towards the city or walk two tram stops towards Punt Road

We are very close to the corner of Toorak and Punt Road (South Yarra). Ralston Street is the most convenient place to park your car.

When is my tax return due?

Tax returns are due on the following dates:

Lodgment due dateEntity description
31 October 2017Tax return for all individuals and trusts where one or more prior year tax returns were outstanding as at 30 June 2017.

Tax return for clients prosecuted for non-lodgment of prior year tax returns and advised of a lodgment due date of 31 October 2017.

Note: Some prosecuted clients may have been given a different lodgment due date. Refer to the letter you received for the client’s applicable due date

15 January 2018Large/medium trusts (annual total income more than $10 million in latest year lodged) where the trust was taxable in latest year lodged.
28 February 2018Large/medium trusts (annual total income more than $10 million in latest year lodged) where the trust was non-taxable in latest year lodged.
28 February 2018New registrant large/medium trusts.
31 March 2018Tax return for individuals and trusts whose latest return resulted in a tax liability of $20,000 or more (excluding large/medium trusts).
15 May 2018Tax returns for all remaining individuals and trusts not required earlier and not eligible for the 5 June concession (including new registrations).


**This does not include entities eligible for concessional lodgement


When is my BAS due?

BAS is due on the following dates:

Quarterly lodgment obligationOriginal due dateBAS agent concession for lodgment and payment if lodging by the BAS Agent Portal, PLS or ECI
Quarter 4, 2016–1728 July 201725 August 2017
Quarter 1, 2017–1828 October 201725 November 2017
Quarter 2, 2017–1828 February 2018n/a

The Quarter 2 lodgment due date is more than eight weeks after the end of the quarter, which is similar to the electronic lodgment concession available for the other three quarters. As a result, lodgment concessions are not available for Quarter 2.

Quarter 3, 2017–1828 April 201826 May 2018
Quarter 4, 2017–1828 July 201825 August 2018

To be confirmed when the BAS agent lodgment program 2018–19 is developed.