Seek & you shall find
How long do I need to keep records for?
The ATO requires you to keep records for 5 years.
Individuals: Read more here
Small Businesses: Read more here
Your Asset records need to be kept for the life of the asset (i.e. rental property or shares), because you’ll need these when you sell. Read more here.
ASIC requires companies to keep their records for 7 years. Read more here.
Fair Work requires you to keep employee records for 7 years. Read more here.
Estate Planning Checklist
Find our Estate Planning checklist to download here.
Letter of Engagement
we recommend + trust