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Excel Financial Advisors – Your Accountant, Financial Planner, Super Specialist and more Logo Excel Financial Advisors – Your Accountant, Financial Planner, Super Specialist and more Logo Excel Financial Advisors – Your Accountant, Financial Planner, Super Specialist and more Logo

02 4934 8844

Your Accountant, Financial Planner, Super Specialist and more

  • Home
  • About Excel
    • Our Beliefs
    • Our Impact – B1G1
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
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  • Resources
    • Forms and Checklists
    • Quick Links Page
    • 2024 Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
    • Yield Report
    • Finance News Network
  • Contact Us
  • Home
  • About Excel
    • Our Beliefs
    • Our Impact – B1G1
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
  • Client Hub
    • Client Log-in
    • Securely Upload Your Documents
  • Resources
    • Forms and Checklists
    • Quick Links Page
    • 2024 Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
    • Yield Report
    • Finance News Network
  • Contact Us
  • Home
  • About Excel
    • Our Beliefs
    • Our Impact – B1G1
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
  • Client Hub
    • Client Log-in
    • Securely Upload Your Documents
  • Resources
    • Forms and Checklists
    • Quick Links Page
    • 2024 Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
    • Yield Report
    • Finance News Network
  • Contact Us

Forms and Checklists

Forms and ChecklistsExcel Financial Advisors2024-07-31T21:22:11+10:00

Here are a few forms and checklists we feel would be of use to you, or make the search to find them quicker for our clients.

The forms and checklists are all available to download in PDF format.

Financial Advice

  • Financial Services Guide (Interprac)
  • Fact Find (Interprac)
  • Risk Profiling Questionnaire (Interprac)

Business Related

  • Statement By Supplier (ATO)
  • 2021 – 2024 Tax Tables (Weekly)
  • Fair Work Information Statement
  • Casual Employment Information Statement

Brokerage Documents

  • Credit Guide (Excel)
  • Mortgage Document Checklist
  • Mortgage Additional Information

Tax Information and Checklists

  • Tax Checklist
  • Individual Terms of Engagement (Excel)
  • Clients’ Rights & Obligations under the Taxation Law (Excel)
  • Deduction Substantiation Requirements (Excel)
  • Work Related Deductions – some of the rules explained (Excel)

Tax Forms

  • Tax Return Information Form
  • Rental Property Form
  • Investment Information Form
  • Motor Vehicle Information Form
  • Rental Property Depreciation Report – Order Form
Excel Financial Advisors Pty Ltd holds Australian Credit Licence No: 392277.
Excel Financial Advisors Pty Ltd is a CPA Business.

Liability limited by a scheme approved under Professional Standards Legislation.

Excel Financial Advisors Pty Ltd is a Corporate Authorised Representative 288993 of Interprac Financial Planning Pty Ltd, ABN 14 076 093 680 AFSL No. 246638.

Contact Us

PO Box 16 Karuah NSW 2324

Phone: 02 4934 8844

Email: admin@exceladvisors.com.au

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ABN: 97 101 135 942

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© Copyright 2014 – 2023 Excel Financial Advisors Pty Ltd, All Rights Reserved. ABN: 97 101 135 942
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