To ensure efficient processing of your tax return, please ensure you have the correct documents and information available for your appointment.

Tax return

  • Previous year’s tax return (for new clients only)

Income

  • PAYG summaries from employers, Centrelink and/or superannuation funds
  • Lump sum payments (e.g. Employment Termination Payment)
  • Trust distribution statements
  • Managed fund annual tax statements and capital gains tax statements
  • Partnership distribution statements
  • Dividend statements
  • Bank statements detailing interest earned
  • Income from sale of shares and related information (e.g. sale and purchase date and price)
  • Foreign sourced income (e.g. interest, dividends or rental income)
  • Employee Share Scheme Statements

Work-related deductions

  • Details of depreciable assets bought during the year (e.g. laptops, iPads and computers)
  • Professional journals/magazines
  • Professional memberships/subscriptions
  • Receipts for continuing professional development courses and seminars
  • Receipts for self-education expenses
  • Receipts or evidence of work-related deductions such as protective clothing, uniform expenses and travel
  • Vehicle logbook for motor vehicle expenses (if using the logbook method)
  • Work related mobile phone & internet expenses

Other deductions

  • Receipts for donations of $2 and over to registered charities (e.g. bushfire/flood tin collection)
  • Expenditure incurred in managing tax affairs (e.g. last year’s tax agent fees)
  • Expenditure incurred in earning investment income
  • Income protection insurance premiums

 Capital gains

  • Sale documents
  • Purchase documents
  • Associated expenses (e.g. lawyers’ fees & agency fees)
  • Settlement sheets

Rental properties

  • Annual statement from property agent (if engaging the services of an agent)
  • Date of when property was purchased
  • Details of depreciable assets bought or disposed during the year
  • Expenses incurred (which are not detailed on the property agent annual statement), such as water charges, land tax and insurance premiums
  • If property is held by more than one individual, details of owners and their legal ownership percentage
  • If property was disposed of during the income year, information relating to dates and costs associated with the acquisition and disposal of the property (e.g. real estate commissions, legal costs, settlement sheets)
  • Loan statements for property showing interest paid for the income year
  • Period that property was rented out during the income year
  • Records detailing rental income (if not engaging the services of an agent)

Probably the best advice I ever got in my life was from my friend, accountant and business advisor Peter O'Brien who said, 'Stick to Advertising, you really aren't cut out for accounting.' So began a long relationship, starting in 1985 by nurturing Westpac to fund me a dwelling and with little start up cash, bigger brotherly advice when I strayed from the straight and narrow, guiding me into our SMSF and, reminding me (no that's Joan O'Brien) when I'm late with a return or something scary about ASIC. Over 30 constructive years of managing without mothering me and still friends even with his sometimes-pithy jokes.

Roger WilsonDirector- Red Dog Advertising Pty Ltd

Peter O’Brien has provided both business and personal services to our company, directors and staff from its inception in 1989. Our company has grown into the market leader nationally for our industry. Peter and his professional team have supported us during this journey. Thank you Peter and the O’Brien Burrell & Co team.

Phill CritcherManaging Director - K J Industrial Scaffolding Pty Ltd.

I have been a customer of the principals of O'Brien Burrell and Co since 1979. Since that time they have helped me through the various stages of life, including the ups and downs that happen needing trusted advice, appropriate tax and strategic planning.  They have always provided practical solutions and maintained integrity, honesty and focused customer service in all aspects of my commercial and personal affairs over 35 years.  I can highly recommend the company, its principals and the service.

Steve
Steve YorkCo-author of Negotiation Evolved - Amazon

All Ports International Logistics appointed O’Brien Burrell & Co Pty Ltd to act as our Accountants well over 20 years ago now. Peter and his Team understand our business needs and they offer a seamless, professional approach to Accounting at extremely competitive pricing. They have become an integral part of our business and we recommend them to all of our Clients.

Dominic
Dominic DimentoManaging Director – All Ports International Logistics

I have utilised the services of O’Brien Burrell & Co Pty Ltd for all my personal tax needs for the last 10 years. They provide me with expert advice and always do so in a professional and timely manner.

Scott
Scott GreckClient