We are looking forward to your appointment and you can expect that your Murray Nankivell accountant will let you know exactly what you can claim, what receipts you need to keep and how to maximise your return.
Checklist / Rental Property Statement
We have provided the links below to our 2016 Checklist and Rental Property Statement to help you organise what documents and receipts you need to bring with you. Bringing in a completed checklist will help us make your tax appointment as efficient as possible and maximises claims.
Click here to download the 2016 Individual Checklist
Click here to download the 2016 Rental Property Statement
You can find our planned visiting days for 2016/2017 by going to our website or using the visiting offices link at the end of this email.
Murray Nankivell Fee
Our fee will remain unchanged in 2016 - from $180 for a standard return.
Pay on the Day Policy
Our policy is that the fee for preparing the Tax Return is required to be paid before we are able to lodge the return with the ATO. We offer a full range of payment options for your convenience including cash, cheque and EFTPOS facilities which allow payment to be made by credit or debit card. If you have difficulties with payment please make arrangements prior to your appointment.
All ATO refunds are via EFT into a bank account, please remember to bring your preferred bank account details to your appointment. Refunds will take 14 business days (3 weeks) from the time your return is lodged.
Superannuation and Insurance Review
We offer a complimentary review of your existing Insurances (Life, Trauma, Disability, Income Protection). We can also review your existing Superannuation, and do a Search for Lost Super if you have had several funds over the years. If you would like to take up this offer, please bring your most recent Statements or Policy schedule to your appointment.