Please find below links to checklists, ATO forms and other useful documents. Please contact us if you have any queries regarding any of these documents.


Individual Tax Checklists

2024 Tax Checklist

Spinell Group Rental Property Spreadsheet

Spinell Group Educator Deduction Spreadsheet 2019 & 2020 Financial Years


Employment Related

Super Choice Form


PAYG Individual Payment Summary

PAYG Payment Summary Statement


Building & Construction




SMSF Trustee Declaration

Intent to claim personal super contributions


Financial Planning

Initial Financial Planning Consultation Disclaimer

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