FAQs

To speed up the process we suggest bringing as much as possible to your meeting with our accountants. Check out our checklist here if you are unsure

We can access a lot of your information online, this includes:

• Payment Summaries
• Interest
• Dividends
• Managed Funds
• Medicare Levy & Private Health
• PAYG Instalments
• Previous years reported deductions & Rental income
• Spouse & Children details
•  

While we can access most of the above, it is not always accurate, so we still recommend bringing any statements with you so we can cross reference the ATOs reporting

Our tax accountants will be able to answer all your specific tax questions in your meeting, however if the property is your principal place of residence, then it is unlikely to affect your tax return. However, if it was an investment property, we will need to calculate the capital gain or loss – if you would like to know more on what to bring with you prior to your meeting, please give us a call

If you are a new client, we do recommend a face-to-face meeting. However, if that isn’t possible, we can organise a phone meeting. If you are a returning client and don’t wish to attend a face-to-face or phone meeting, you are welcome to email everything through to our team on admin@smatheouco.com.au and we will be in touch if we require further information

This does depend on the complexity of the return; our accountants will be able to give you an estimated turn around time in your meeting.

If you are lodging your BAS quarterly the due dates are:

• Quarter 1 – 28^th October
• Quarter 2 – 28^th February
• Quarter 3 – 28^th April
• Quarter 4 – 28^th July

Check out our Important dates calendar for more detailed information