Finalising a tax return for a superannuation fund requires a range of information and documentation. The most efficient way to help complete such tax returns is to print the following Checklist, complete it and return it to our office.
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
