Book an Appointment

Please call 0470 203 224 or 0416 476 463 or send us your details on the Appointment Form below and we’ll call you back as soon as we can during normal business hours.

Book Your Appointment Here

Information to bring to your appointment

To ensure the best outcome, please bring the following to your appointment

  • PAYG payment summaries (group certificates)
  • Government payment summaries (eg. pension, austudy, newstart allowance etc)
  • Interest and dividend income
  • Other income eg. Income from managed funds, business income, partnership income, rental income or capital gains details
  • Receipts or details of work related deductions
  • Dependant spouse and children details
  • Spouse income for Medicare levy surcharge purposes
  • Private health refund statement
  • HECS and/or financial supplement loan statements
  • Child care benefit letter and approved child care expenses
  • Last year’s tax return and assessment notice (if available)
  • Make sure you have the account number and BSB for the refund
  • Depreciation schedule for the rental property to maximise refunds legally

Appointment Form