Tax Compliance Forms + Checklists
Annual Tax Return - Is it tax deductible? (checklist)
Annual Tax Return - Items to Consider (checklist)
Tax Compliance Factsheets
Wealth Creation and Management
Client Online Questionnaire - This is what we need you to fill out for us before we can give you any wealth advice. Follow the link to get started.
Financial Services Guide - This explains how we provide our wealth management services to you and how we charge you for our advice. Please contact us for a copy.
Home Loan Fact Finder - COMING SOON! (This form is for you to fill out. This gives us all of the information we need to advise you about the best loan for your circumstances.)
Change Accountants & Advisors is an authorised representative of MyPlanner Australia Pty Ltd AFSL 345905 ABN 28 14 520 225/ MyPlanner Professional Services Pty Ltd AFSL 425542 ABN 51 159 696 830. This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from your financial adviser and seek tax advice from your accountants at Change Accountants & Advisors. Information is current at the date of issue and may change.
Change Accountants & AdvIsors Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Change Accountants & Advisors Pty Ltd and its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.