Principal Place of Residence Exemption Loss if Sold While Overseas Summary of how the Principal Place of Residence (PPR) Exemption is impacted by moving overseas. When Australian homeowners move overseas and become non-residents for tax purposes, selling their...
Forms, Checklists and Downloads
Forms
New or Update Client Form – Online Version
- Please complete if you are a new client
- Existing clients that have updated any contact details
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Checklists
Rental Properties Tax Returns
Rental_Property_Inc & Exp_Spreadsheet
Multi Rental Property Spreadsheet Comprehensive
Rental-Property-Inc-Expenses-Annual Summary
Simple CGT Rental Property Sale Calculator
Rental Property Interest Tax Deduction Guidelines
Holiday Rental Home Excessive Tax Deduction Guide
Rental Property Purchase Cost Various Tax Treatments
After-Tax Cashflow Investment Property Template
Motor Vehicles 
Car Log Book Claims & Requirements
Individual Tax Return 
2024 Individual Tax Return Checklist
2023 Individual Tax Return Checklist
2023 Work From Home Deductions Guidlines
ATO Proof of Identity Requirements for New Clients
Super Intent Claim Deduction Personal Contributions