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Individual Tax Return

FMW has uses a Data Collection Sheet which collates all information necessary for preparation of your tax return.
 * Click here for data collection sheet

Once you have completed the Data Collection Sheet please return it to FMW via post, fax or email at your earliest convenience. Please ensure to complete a Data Collection Sheet for each individual.

We will also need the following information to complete your tax return:
  • A copy of your last tax return (for new clients only)
  • Group Certificates/PAYG summaries (if applicable)
  • Copies of any managed fund statements (if applicable)
  • Details of private health insurance - membership number and type of cover (if applicable)
  • Details of any income earned overseas (if applicable)
FMW charges on a fee for time basis.
A minimum charge for preparation of individual tax returns is $260 + GST and may increase depending on the complexity of the return.

If you have any queries, please do not hesitate to contact the office.

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