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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

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      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
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    • 5 Minute Financial Health Check
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    • Property Review Videos
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  • Contact Us
  • Home
  • About Excel
    • Our Beliefs
    • Our Team
    • Our Impact
      • B1G1 Projects
    • Our Community Involvement
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
  • Get Started
    • 5 Minute Financial Health Check
    • About you Questionnaire
    • Goals Questionnaire
    • New Client Onboarding
  • Client Hub
    • Client Log-in
    • Securely Upload Your Documents
    • Update Your Details
  • Resources
    • Forms and Checklists
    • Calculators
    • Quick Links Page
    • Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
  • Contact Us
  • Home
  • About Excel
    • Our Beliefs
    • Our Team
    • Our Impact
      • B1G1 Projects
    • Our Community Involvement
    • What people say about us
      • Stuart Fitzpatrick 4.95/5 * on Advisor Ratings
    • Join the Team
  • Our Services
  • Get Started
    • 5 Minute Financial Health Check
    • About you Questionnaire
    • Goals Questionnaire
    • New Client Onboarding
  • Client Hub
    • Client Log-in
    • Securely Upload Your Documents
    • Update Your Details
  • Resources
    • Forms and Checklists
    • Calculators
    • Quick Links Page
    • Key Dates
  • News
    • Blog
    • Economic Update Videos
    • Property Review Videos
    • Case Studies
  • Contact Us

Forms and Checklists

Forms and ChecklistsExcel Financial Advisors2020-11-02T15:38:23+11:00

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)
  • 2018-2019 Tax Tables – Weekly (ATO)
  • 2020-2021 CURRENT Tax Table 13th October (ATO) 
  • Super Choice Form
  • Fair Work Information Statement

Brokerage Documents

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

Tax Information and Checklists

  • 2020 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

  • 2020 Tax Return Information Form
  • 2020 Rental Property Form
  • 2020 Investment Information Form
  • 2020 Motor Vehicle Information Form
  • Rental Property Depreciation Report – Order Form

What people say about us on Facebook

Excel Financial Advisors
Excel Financial Advisors
4.8
Based on 23 reviews
powered by Facebook
Ben Angel
Ben Angel
2020-08-27T01:38:21+0000
Highly recommend Stuart and the team very professional and thorough.
Meryl Larkin
Meryl Larkin
2020-08-09T22:55:50+0000
Highly recommend Stuart and his lovely team for any financial advice and services you might require
Shannon Isaac
Shannon Isaac
2020-08-07T11:43:21+0000
So helpful and easy to talk to. Great service
Elissa Brackley
Elissa Brackley
2020-01-15T05:41:29+0000
Stu is the only guy I would trust with my financial future. And for everything I do with stu, he makes a donation to... help the underprivileged. Highly recommendedread more
Tracey Gordon
Tracey Gordon
2019-08-01T01:38:58+0000
Fantastic service, everyone is lovely. Couldn’t be happier the time spent to go over every detail and so I understood... everything. Thank you!read more
Elspeth Robertson
Elspeth Robertson
2019-07-29T09:26:10+0000
Sought advice from Stuart and were given easy to understand advice with a smile. He listened to what we wanted to... achieve and gave us easy to implement changes. Spending that time with him was so worthwhile we would happily recommend Excel Financial Advisors. And the view is excellent. Thanks 🙏read more
Steve Hillman
Steve Hillman
2019-07-27T05:22:30+0000
Professional team and the most incredibly helpful staff. You’ll struggle to find this level of expertise and knowledge... anywhere else. Thank you Excel and keep up the fantastic work!read more
Katherine Robertson
Katherine Robertson
2019-06-07T22:35:23+0000
Very clear at explaining and makes sure you understand before moving on, highly recommend ☺️
Paul FitzPatrick
Paul FitzPatrick
2019-04-07T11:59:12+0000