Checklists

We want to make it as easy as possible for you to collate the information required for us to complete your tax return, so please download the checklists that are relevant to you from the options below.

Year End Checklist - Investment Trust

Year End Checklist - Investment Trust

2023

Download PDF
Year End Checklist - SMSF

Year End Checklist - SMSF

2023

Download PDF
Year End Checklist -Business

Year End Checklist -Business

2023

Download PDF
Year End Checklist - Individual

Year End Checklist - Individual

2023

Download PDF
Fringe Benefits Tax Checklist

Fringe Benefits Tax Checklist

2024

Download PDF

General Forms

We want to make it as easy as possible for you to collate the information required for us to complete your onboarding to Kinsella, so please download the forms that are relevant to you from the options below.

Kinsella New Client Form

Kinsella New Client Form

Download PDF
Kinsella New Company Form

Kinsella New Company Form

Download PDF
Kinsella New Discretionary Trust Form

Kinsella New Discretionary Trust Form

Download PDF
Kinsella New Unit Trust Form

Kinsella New Unit Trust Form

Download PDF