End Financial Year Statements
Getting a head start on your taxes?
Different companies provide the documents you require to complete your tax return at different times, however, some are already available (including Commsec, Centrelink & Clearview).
What type of statements do I need for tax that FPD can help with?
- PAYG summaries (eg from your source of income, including Centrelink)
- Annual tax statements (eg from Managed Funds)
- Dividend statements
- Income Protection premium summaries
Contact us on 1300 014 368 to request any documents you may require or to obtain a copy of our Income Tax Return checklist to help you get everything together for your next accountant visit!