Tax Appointment

What to bring to your tax appointment

At your meeting, before we get into your tax return we will spend about 30 – 45 minutes with you to gain a detailed needs analysis to determine your full position, your goals and aspirations for the future (both near and longer term), suitability for the tax minimisation programs, determine your capacity,  map out strategies to get you into a suitable position and so forth.  Any other questions or matters you may have that are of a financial planning nature can also be dealt with at this session 
We have a base fee of $250 (inc GST) for remote tax returns (Less $55 online booking fee) that is only payable when we prepare and lodge your return for you (for each year)*.  


If there are investment properties or other complexities this fee may be subject to a nominal increase.  Included in that fee you have access to GR8 FIFO Consultants for the year for any matter you need to discuss.  This fee will be subject to change if the return includes an allowance for an investment property and similar complexities.  If you choose not to proceed past this initial meeting then you will not receive an invoice from us but if after this meeting we commence preparation of your return you acknowledge that the fee quoted will be due and payable when you receive our invoice 
If after the meeting you decide not to proceed with GR8 FIFO Consultants we will not bill you for any time or information provided but we are confident that you recognise the value of our service, support systems, and process.  The $55 online booking fee is non-refundable. 
You will need to bring with you for the meeting the following: 

  • 100 points of ID, being your Passport and Drivers license or similar 

  • Group Certificates 

  • Receipts relating to any expenses that you think will / may be deductible  

  • Bank Statements for any savings accounts where interest has been earned (ATO is linked to savings accounts and matches your return to your accounts so you must declare interest on savings) 

  • Your annual summary statement for Private Health Insurance 

  • If you have an investment property: 

  • Loan statements relating to the property 

  • Property management annual statement from your agent / manager 

  • Insurance certificate for the investment property confirming the premium  

  • Quantity Surveyors Depreciation Report if you have one (if not we can assist in getting  you one) 


Any question that you have or anything you need clarification on such as;

  • Negative Gearing 

  • Self Managed Superannuation 

  • Income Protection 

  • Private Health Insurance Deductions 

  • Where has all my hard earned money gone? 

Tax Return

Book your appointment online

Over the Phone

Call us to book your appointment

Tel: 1300 793 313