Our core purpose is ‘TO HELP COMMITTED CLIENTS ACHIEVE FINANCIAL SECURITY’ Name: Date of review:
Your Copy
2016 Tax Return
Lodging your tax return is only a small part of your financial requirements. We have more experts in more areas to provide you with the solutions to establish, monitor and achieve your financial goals
ACCOUNTING
LEGAL
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Using negative gearing to purchase investment assets such as rental property and shares.
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Will preparation including testamentary trusts.
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Powers of attorneys.
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Salary packaging options and analysis of tax savings.
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Business acquisitions and sales.
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Self Managed Superannuation funds, including borrowing to purchase investment assets.
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Commercial and farm leases.
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Assistance with land transfers and conveyancing.
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Cashflow and budgeting.
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Start up business advice.
LENDING •
INFORMATION TECHNOLOGY •
Assistance with all lending requirements including home and investment loans, vehicle and equipment finance.
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Pre approval to give certainty to purchasing power.
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Loan structure advice including fixed or variable comparisons.
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Review and refinance of existing loans.
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Borrowing in a self managed super fund to purchase
FINANCIAL PLANNING •
Investment planning and advice including property, direct shares and managed funds.
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Purchase and sale of direct shares.
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Establishing saving plans for future expenses such as education costs.
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Personal insurance advice including Life, TPD, Trauma and Income Protection.
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Superannuation investment and consolidation advice.
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Front & Back Office Systems, Application/Hosting Services
Are You Financially Secure?
At Mulcahy & Co we are in a unique position to provide the expert advice and solutions of accounting, financial planning, lending, legal and information technology all under the one roof. This makes a normally complicated process seamless to help you on your way to becoming financially secure.
WHAT DOES BEING FINANCIALLY SECURE MEAN? It means assessing your personal and business goals and developing a plan to achieve them. 1. Goals & objectives 2. Estate plan 3. Risk plan 4. Asset protection plan
Maintenance & Support, Technical Consulting Services, Cloud Services.
5. Taxation plan
Specialising in the Supply, Design, Configuration & Maintenance of all of your Information Technology Requirements.
7. Retirement plan
We offer a free no obligation meeting to review your situation. Call us today on 03 5330 7200 and take advantage of this valuable offer.
6. Debt plan
8. Business plan 9. Superannuation plan 10. Investment plan FOLLOW OUR 10 STEPS TO SUCCESS TO ACHIEVE FINANCIAL SECURITY... Visit www.mulcahy.com.au for more information
mulcahy.com.au MULCAHY.COM.AU
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Taxation Return Checklist Tax File Number:
YOUR DETAILS
INCOME DETAILS
Mr/Mrs/Miss:
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Family name:
First name:
Middle name:
Date of birth: DD/MM/YYYY /
/
Daytime phone:
Mobile phone:
Fax:
Other phone: Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Residential street address: State:
Postcode:
Postal street address: (if different from residential address) Suburb:
State:
I have checked out Mulcahy & Co’s Facebook page and shared. I want to receive the latest updates, subscribe me to your eNewsletter.
BANK DETAILS Bank name: Account name: Account number:
Branch:
Bank account details are required as the ATO will no longer be issuing cheques
The following information is required to complete your taxation return and also provide additional financial assistance if required. Please complete and provide as much information as possible. Once you have the required information and completed the checklist, either send the information to us to via Mulcahy & Co PO Box 380W Ballarat West, Victoria, 3350 or make an appointment on 03 5330 7200 to complete your tax return. or please fill in the form on screen, save the PDF to your hard drive and email back to us info@mulcahy.com.au
MULCAHY.COM.AU
I have attached my Pensions or Annuities summary statements. I have attached my Newstart, Youth Allowance, Austudy or
I have attached my Australian Government Pensions PAYG summaries. I have attached Interest Income received and bank and term deposit statements. I receive Dividends and have attached my Dividends Statements. I have attached statements for Income from Partnerships & Trusts. Yes
Postcode:
I want to be financially secure, tell me more about the 10 steps of success in detail.
BSB:
I have attached my Eligible Termination Payment statements.
other allowance PAYG summaries.
Email address:
Suburb:
I have attached my PAYG Summaries for the past financial year.
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
N/A
Including Managed Fund Annual Tax Summary Statements.
I have attached Net Income or Loss from Business including full details of Income and Expenditure. I have attached Sale of Shares including all Purchase & Sale details i.e. Contract Notes. I have attached Sale Managed Funds including all Purchase & Sale details i.e. Contract Notes. I have attached Sale of Real Estate including all Purchase & Sale details i.e. Contract Notes. I have attached Sale of Other Assets including all Purchase & Sale details i.e. Contract Notes. I have attached related documentation regarding Foreign Income. I have attached a complete property schedule or Rental property Income & Expenses. I attached details of Other Income received.
OTHER INFORMATION Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
Yes
N/A
I have Private Health Insurance and attached a Tax summary. I have HECS/HELP liabilities and attached a statement. I have a Student loan and attached a SFSS statement. I have attached my most recent payslip/s I have attached my most recent superannuation/s statement. I have Personal Insurance and attached my most recent statement for Life, Trauma, TPD & Income Protection Insurance. I have attached my Family Tax Benefit Entitlement (if not previously provided.
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Family Details SPOUSE DETAILS Mr/Mrs/Miss:
Family name:
First name:
Middle name:
Date of birth: DD/MM/YYYY /
/
Taxable Income $:
CHILD: 4
CHILD: 1 Mast/Miss:
Mast/Miss:
Family name:
First name:
Middle name:
Family name:
First name:
Middle name:
Date of birth: DD/MM/YYYY
Date of birth: DD/MM/YYYY /
/
/
/
Male Female Details e.g. School year, working, receiving government benefits
Male Female Details e.g. School year, working, receiving government benefits
CHILD: 2
CHILD: 5
Mast/Miss:
Mast/Miss:
Family name:
First name:
Middle name:
Family name:
First name:
Middle name:
Date of birth: DD/MM/YYYY
Date of birth: DD/MM/YYYY /
/
/
/
Male Female Details e.g. School year, working, receiving government benefits
Male Female Details e.g. School year, working, receiving government benefits
CHILD: 3
CHILD: 6
Mast/Miss:
Family name:
Mast/Miss:
First name:
Middle name:
Date of birth: DD/MM/YYYY /
First name:
Middle name:
Date of birth: DD/MM/YYYY /
Male Female Details e.g. School year, working, receiving government benefits
MULCAHY.COM.AU
Family name:
/
/
Male Female Details e.g. School year, working, receiving government benefits
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Work Related Expenses 1. VEHICLE EXPENSES Please explain how your car is used for work related purposes (refer to our website for explanation of how vehicles can be claimed. Vehicle
Engine Capacity
Vehicle Price
Work Related Km’s for Year
If using a logbook method, please also fill out the following. Type of Expenses
Total Expense $
Total Km’s travelled
a
Total work km’s travelled
b
Work related % (a / b = c)
c
Work % (c)
Amount Claimed
Invoice/Receipt Y/N
Fuel & Oil Lease Payments Interest Insurance Registration Repairs & Maintenance Other
2. TRAVEL (work related) Type of Expense
Amount Claimed $
How is this travel expense work related?
Invoice/Receipt Y/N
3. UNIFORM, OCCUPATION SPECIFIC OR PROTECTIVE CLOTHING AND LAUNDRY EXPENSES Type of Expense & how it is work related?
MULCAHY.COM.AU
Amount Claimed $ Protective Clothing
Compulsory Uniform
Invoice/Receipt Y/N
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Work Related Expenses 4. SELF EDUCATION EXPENSES/PROFESSIONAL DEVELOPMENT Type of Expense
Amount Claimed $
Description
Invoice/Receipt Y/N
Please give details of course/s and how it relates to your current work activities.
5. OTHER WORK RELATED EXPENSES Type of Expenses
Amount Claimed $
How is this expense related?
Invoice/Receipt Y/N
Books and Journals Computer Expenses Home Office Expenses Home Telephone Internet Access Memberships Mobile Phone Seminars Subscriptions Union Fees Other
6. DONATIONS Charity Details
MULCAHY.COM.AU
Amount Claimed $
Invoice/Receipt Y/N
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Work Related Expenses 7. SUNDRY Details
Amount Claimed $
Invoice/Receipt Y/N
Tax Agent Fees
Are You Financially Secure?
Tax Agent Travel Investment Expenses Income Protection Ins. Other
NON TAX RELATED QUESTIONS Yes
No Are you aware Mulcahy & Co has a legal division to assist with all your legal needs?
Yes
No Do you have an up to date Will?
Yes
No If No, would you like Mulcahy & Co Legal to contact you to discuss?
Yes
No If Yes, do you want Mulcahy & Co Legal to obtain this to hold on your behalf?
Yes
No
Yes
No
Do you have appropriate level of risk insurance i.e. Life, Trauma, Income Protection Insurance? Have you reviewed your superannuation fund investments recently?
Yes
No If No, would you like to?
Yes
No
Yes
No
WHAT DOES BEING FINANCIALLY SECURE MEAN? It means assessing your personal and business goals and developing a plan to achieve them. 1. Goals & objectives
No Do you have a regular savings plan?
Yes
At Mulcahy & Co we are in a unique position to provide the expert advice and solutions of accounting, financial planning, lending, legal and information technology all under the one roof. This makes a normally complicated process seamless to help you on your way to becoming financially secure.
2. Estate plan 3. Risk plan 4. Asset protection plan
Do you want to know if your paying too much for your loan? If so, please provide latest loan statements Do you require IT assistance? New computer, back-up, cloud data storage, virus protection, networking etc.
I declare that the information I have given is true & correct and that I hold the necessary written evidence to support my work related deductions. I have made the necessary inquiries to ensure all expenses listed are deductible.
Signed:
6. Debt plan 7. Retirement plan 8. Business plan
DECLARATION
Print Full Name:
5. Taxation plan
9. Superannuation plan 10. Investment plan FOLLOW OUR 10 STEPS TO SUCCESS TO ACHIEVE FINANCIAL SECURITY... Visit www.mulcahy.com.au for more information
Date:
mulcahy.com.au MULCAHY.COM.AU
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Rental Property Worksheet for the Financial Year Property Address:
Taxpayers Name:
RENTAL INCOME Description
Amount Claimed $
Details
Amount Claimed $
Details
Gross Rental Income Other related Rental Income (e.g. Insurance Recoup) Total Income
RENTAL EXPENSES Description Advertising to tenants Body Corporate Fees Borrowing Expenses Cleaning Council Rates Capital Allowances (depreciation on plant) Gardening/ Lawn Mowing Insurance Interest on Loan/s (please provide Loan Statements) Land Tax Legal Fees Pest Control Property agent fees/commission Repairs & Maintenance Capital works deductions (special write off) 2.5% x $_________) Stationery, telephone, phone Travel expenses Water charges Sundry rental expenses Total Rental Property Expenses Less: Private component How is this calculated Net Rental Income/ Loss Travel Details
OTHER Date that first produced income
Number of weeks property was rented this year
Was there any private use of the property?
Yes
No
If property was purchased or sold during this year, please provide purchase and sale contracts. MULCAHY.COM.AU
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Asset & Liability & Surplus Cashflow Availability Name:
Date:
Updating your net equity and cashflow position can provide useful information with investment and financial decision making. Please take the time to update these details.
ASSETS
Details
Value $
Bank Account/s Term Deposit/s Real Estate (include address/type)
Motor Vehicle/s Shares/ Managed Fund/s
Superannuation (please include statements)
Household/Personal
Other
Total Assets
LIABILITIES
Details
Monthly Repayment
Owning $
Mortgage/Loans
Other
Total Liabilities
Net worth (Assets less Liabilities)
MULCAHY.COM.AU
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT
Asset & Liability & Surplus Cashflow Availability Cont’ INCOME Description
After Tax $
Gross $
Salary/ Wage/s
Interest Income
Dividends/Managed Funds
Rental/s
Gross Expenses Net Rental Income (loss)
Other
Total Income
EXPENSES Description
After Tax $
Gross $
Loan Repayment/s
Living & Private
Superannuation (extra)
Superannuation (CoContribution)
Personal Insurance Life/TPD/Trauma/IP Other
Total Expenses
Net Worth (Income less Expenses) MULCAHY.COM.AU
MULCAHY & CO | P 03 5330 7200 | F 03 5330 7250 | INFO@MULCAHY.COM.AU | 300B GILLIES ST NTH, BALLARAT