If we’re setting up legal/formal entities on your behalf, you may require certain forms. These are available for download. Please contact our reception for a password, then login here.
AUDIT SHIELD SERVICE
Audits, reviews and investigations are conducted by the Australian Tax Office (ATO) and other state and federal government agencies. The Audit Shield Service offers comprehensive cover from legal costs associated with an audit. Read More.
SECURITIES TAX MANAGER (STM)
Stephen K. Shirley have been using the automated Securities Tax Manager (STM) since 1994 to reconstruct and maintain client investment portfolios of ASX listed securities and unlisted Managed Funds. It’s a highly efficient, timely, cost effective, tax compliant CGT and income reporting service. Read More.