Resources

Financial Autonomy podcast Episode 26 – Could a trust structure turbo charge your wealth creation?

Financial Autonomy podcast Episode 77– The essential things you need to do to move to self employment

Intent to claim Superannuation form
This is the ATO form you need to fill out if you intend to claim a tax deduction for your personal super contributions, or want to vary a previous valid notice of intent you gave your super fund.

Deductions checklist
A list of common Income declared as well as deductions.

Doctor tax checklist
A specific list of deductions for medical professionals.

Rental Schedule
An excel spreadsheet to help gather your rental property details

Rental Schedule (shortstay tenants)
An excel spreadsheet to help gather your rental property details for shortstay tenants

Sole Trader (under $75K) Schedule
If you’re not on Xero and don’t have your own spreadsheet, this is an excel spreadsheet to help gather your small business/sole trader business (not registered for GST) details throughout the year.

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