Resources
New Client Form
By completing this form, you help us prepare for our first meeting efficiently, ensuring a productive discussion about how we can best support your financial goals. We appreciate your time in providing us with these details, and we look forward to assisting you on your financial journey.
Home Office Checklist
Our home office checklist is here to help you make the most of your eligible tax deductions. By completing this form, you’ll provide us with the key information we need to assess your home office setup and ensure you're claiming everything you're entitled to. It’s a simple step that helps us maximise your return and keep things compliant.
Rental Property Checklist
Our rental property checklist helps us gather all the essential details to accurately prepare your tax return and maximise your deductions. By completing this form, you’ll ensure we have a clear understanding of your property income and expenses, making the process smoother and more efficient. Thank you for taking the time to provide this important information.
Director Identification Number
A Director Identification Number (DIN) is a unique 15-digit identifier that a director will apply for once and will keep forever. A director can only have one DIN that they must use for all companies.
The purpose of introducing DINs is to prevent the use of fictitious director identities, assist regulators trace directors’ relationships with companies and better identify directors involved in unlawful activity.
You need to apply for your own director ID. The fastest way to do this is online using the myGovID app.