2020 Annual Questionnaire's:

Our clients represent a diverse group of people with different tax and accounting needs. Those needs are broken down into four broad categories:

  1. Individual Tax Client,
  2. Business, Trust, and Company Clients,
  3. Primary Production Clients, and
  4. Self Managed Super Fund Clients. 

Please click on the link to each of the Questionnaire's for each category. Where appropriate, the questionnaire will provide guidance notes on what further information you should provide us. These questionnaire's are comprehensive and not every question will relate to your situation so feel free to strike out or ignore those questions that do not relate to your circumstances

Still trading as a sole trader?    Want to pay 11% tax instead of your current marginal tax rate of 37% or more?    CLICK HERE to find out more information on how we can save you thousands on your annual tax bill*


Once you have downloaded the questionnaire and associated information it can be returned to us as follows:

1. Sent to us by mail to PO Box 600, Buddina QLD 4575

2. Emailed to

3. Uploaded via our secure client link using the following link: Client Login CLICK HERE

4. Drop it off at our office Level 1, Unit 9, 9 Capital Place, Birtinya.


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