Accounting Resources

Seek & you shall find

Tax Checklist

Find our handy tax checklist download here

Are you a sole trader?
Find our sole trader checklist download here

Do you own a rental property?
Find our rental checklist download here

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

Find our Letter of Engagement here download here.

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