Will your super fund deliver the goods for your retirement?

Over 35% of all pre-retirees do not have enough money to retire comfortably on... don't be one of them.

Super on it's own is not enough...

Why not develop your own wealth creation plan to cement your financial future?

How would your family cope if you could seriously injured, ill or even worse…you weren’t around?

It’s something we must all consider. We need to take measures to safeguard our loved ones

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Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

  Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.  

   

Please click on the following links to access the checklists most appropriate to your needs.

 

Superannuation Funds

Individuals

Company Trust Partnership

 

 

Barnett Financial Planning Pty Ltd

Corporate Authorised Representative

Metriscope Financial Pty Ltd ABN 27 609 374 254

Australian Financial Services Licence number 485160

Suite 15/15 Terminus Street, Castle Hill NSW 2154

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