DEDUCTIONS

• Donations to charities or building funds
• Income protection insurance

Work-related expenses:

• • Motor Vehicle
  • Travel (Fares & Accommodation)
  • Uniforms/Work-wear
  • Self-education & professional development
  • Union, Registrations, Tools
  • Subscriptions, memberships
  • Home office, seminars & conferences
  • Telephone, computer, internet
  • Any other costs incurred while earning income

INCOME

• Payment Summaries
• Lump sum and termination payment summaries
• Government payment statements, if received
• Interest incomes from bank and/or building societies
• Dividend statements
• Annual tax statements from managed funds

Other income:

• • Rental properties
  • Business
  • Foreign income
  • Capital gains
  • Employee Share Schemes

OFFSETS AND REFUNDS

• Health insurance and rebate entitlement statement
• IAS statements or details of PAYG instalments paid
• Spouse details, including taxable and exempt
• Income

You can contact us on (03) 9070 1191

Shop 7/ 217 Point Nepean Rd, Dromana Vic 3936

hello@saviadvisory.com.au

Please note: We can access your ATO activity records which includes reported income and interest once we have received your consent and personal information.

Disclaimer: This content is provided for general purposes only and is not intended to constitute legal or other

professional advice. Liability limited by a scheme approved under Professional Standards Legislation