Information DFKBKM require to complete your individual income tax return

Income

  • PAYG Summaries for the relevant financial year
  • Details of any interest earned for the financial year
  • Details of any government allowance received e.g. youth allowance and other Centrelink benefits
  • Details of any dividends received
  • Any partnership and trust distribution e.g. income from managed funds and family trusts
  • If the client is a sole trader details of business income and expenses
  • Details of any capital gains e,g, sale of shares or real estate
  • If the client owns a rental property details of rent received and expenses relating to the property

Expenses

  • Details of any work related expenses such as:
    • Tools
    • Union fees
    • Electronics
    • Telephone and internet
  • Motor vehicle expenses (please note that only the logbook and cents per km methods are available for the 2017 FY
  • Any work related travel expenses e.g. parking, tolls or interstate trips
  • Donations made
  • Work related uniform

Other

  • Private health insurance statements
DFK Benjamin King Money, trusted advisers for¬†nearly sixty¬†years and counting.”

At DFK Benjamin King Money we are committed to providing premium business and financial advice. We have a highly-skilled and enthusiastic team dedicated to meeting this commitment. The financial well-being of our clients is paramount.

Contact

Level 3, 689 Burke Road
PO Box 1163
Camberwell, Victoria 3124
Australia
Telephone: 03 9804 0411
Facsimile: 03 9804 0422