Resources & News
Tax information checklists, Budget summaries and useful links
Every checklist, summary and newsletter here is free to download. If you're getting ready for your tax return, start with this year's tax information checklist.
Tax time
Tax information checklists
Get your paperwork together before we meet. Pick the checklist that fits, work through it, and bring it (or send it) with your documents. Each one covers the financial year ending 30 June.
2025-26, for the year ended 30 June 2026
- Tax information checklist: Individual, 2025-26For employees, investors and anyone with a personal tax return.157 KBPDF
- Tax information checklist: Business, 2025-26For sole traders, partnerships, companies and trusts.174 KBPDF
- Tax information checklist: Primary producer, 2025-26For farming and other primary production businesses.180 KBPDF
- Tax information checklist: Superannuation, 2025-26For self-managed super fund trustees.157 KBPDF
2024-25, for the year ended 30 June 2025
Federal Budget
What each Budget means for you
After each Federal Budget, we publish a short summary of the measures most likely to affect you.
Our newsletter
The latest from our monthly update
We send out news on tax and super once a month. The latest three issues are below, and every issue since March 2020 is in the newsletter archive.
Useful links
Sites you're likely to need
- Australian Taxation Office. Tax, super and the online services for individuals and businesses.
- Australian Business Register. Apply for or update your ABN.
- ASIC. Company registration, annual reviews and the companies register.
- Xero. Accounting software for small business.
- MYOB and Reckon. Other accounting software our clients use.
- Computershare and MUFG Corporate Markets. Share registries: check your shareholdings and dividend statements.
- Consumer Price Index. The Australian Bureau of Statistics' quarterly figures.
- AccountKit. Practice software for accountants and bookkeepers, founded by Paul and Paula Murray in 2016.
Archive
Older forms and papers
We keep these so old links still work. They may be out of date, so please check with us before relying on any of them.
Show 33 older files
- Tax information checklist: Individual, 2023-2494 KBPDF
- Tax information checklist: Business, 2023-24123 KBPDF
- Tax information checklist: Primary producer, 2023-24128 KBPDF
- Tax information checklist: Superannuation, 2023-24102 KBPDF
- Tax information checklist: Individual, 2022-2374 KBPDF
- Tax information checklist: Business, 2022-2398 KBPDF
- Tax information checklist: Primary producer, 2022-23107 KBPDF
- Tax information checklist: Superannuation, 2022-2379 KBPDF
- Tax information checklist: Individual, 2021-2274 KBPDF
- Tax information checklist: Business, 2021-2298 KBPDF
- Tax information checklist: Primary producer, 2021-22107 KBPDF
- Tax information checklist: Superannuation, 2021-2279 KBPDF
- Tax information checklist: Individual, 2020-21257 KBPDF
- Tax information checklist: Business, 2020-21282 KBPDF
- Tax information checklist: Primary producer, 2020-21292 KBPDF
- Tax information checklist: Superannuation, 2020-21263 KBPDF
- Tax information checklist: Individual, 2019-20195 KBPDF
- Tax information checklist: Business, 2019-20229 KBPDF
- Tax information checklist: Primary producer, 2019-20217 KBPDF
- Tax information checklist: Superannuation, 2019-20202 KBPDF
- Tax information checklist: Individual, 2018-19199 KBPDF
- Tax information checklist: Business, 2018-19225 KBPDF
- Tax information checklist: Primary producer, 2018-19219 KBPDF
- Tax information checklist: Superannuation, 2018-19199 KBPDF
- Client discussion paper: 5 ways to trip up with smsf returns153 KBPDF
- Client discussion paper: Bank reforms set to bite158 KBPDF
- Client discussion paper: Business considerations149 KBPDF
- Client discussion paper: Claims and deductions for individuals155 KBPDF
- Client discussion paper: Considering paperless159 KBPDF
- Client discussion paper: GST and phoenixing149 KBPDF
- Client discussion paper: SG amnesty bill196 KBPDF
- Client discussion paper: Small business considerations167 KBPDF
- New access to the business portal1.1 MBPDF
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