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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