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Resources

Our Resources section is dedicated to bringing to you the most relevant and informative articles for your business.  It is also a reference point for you to gather information and forms for your use.  We have listed below some of our most requested and most used documents and reference materials.

For a full list of our downloadable documents, click here to go to our Downloads page.

If there is something that you would like information on that does not appear here, or something you believe would prove useful to others, please complete an enquiry form for either Bomaderry or Bowral and we will get right onto it.

If you want to contact one of our professional team, please click here.

Tax Return Checklist

We prepare a simple checklist for our individual tax return clients to complete to reduce the time from when we receive your information to when you receive your completed return.  It list all the basic information that you need to provide to us to make sure we get all the necessary information first time, reducing the need for calls to you which delay the processing of your refund.  Click here to download.

Fringe Benefits Tax

Fringe Benefits Tax is payable by all employers who provide non-cash or non-salary benefits to employees, such as cars, low interest loans, schools fees and the like.  For a checklist and information sheet click here for Cliftons Fringe Benefits Tax - Information & Checklist.  For additional information on fringe benefits tax click here...

Year End Information

For our business clients, we prepare a checklist of the information that we need to be able to complete your business financial statements and income tax returns.  It includes debtors, creditors, wages and stock, amongst other things.  This checkilst assist us to get all the necessary information first time, and therefore not delay the completion of your work.  Click here to download.

Salary Sacrificing

This means of getting benefits paid out of your pre-tax income, rather than paying the tax first then obtaining the item, has become increasingly popular in recent years.  To get nore information and some worked examples, click here...

Book Reviews

We read many books on business and management, and have prepared short reviews for your perusal, in the hope that you will find the books as useful as we have.  We have included prices also for online purchase from Dymocks.  Click here for more...

Tax Effective Structuring

Is a Company for you?  Wondering what the different is between trading as a partnership compared to using a family trust?  These are just two of the questions that Cliftons field every day from clients and also from business owners wanting to maximise the benefit of their efforts and adequately protect their assets.  Click here for more...

There is no "one size fits all" when it comes to the best structure for you and your business.  The best structure is the one that suits your situation when considering personal asset risk, professional liability, family, taxation, etc.  The best way is to contact Cliftons and have an analysis of your unique situation.  In the mean time, have a look at a comparison we have prepared between the most common tax business structures by downloading a copy here.