AFTER A BIG TAX REFUND?

Kennedys Accountants will ensure you receive the largest tax refund we legally can for your circumstances

GUARANTEED.

Why choose Kennedys?

Whichever way you’d like your tax return done… we can help!

Some like a one-on-one appointment in our office, others simply drop off their information, and those who find it hard to get to the office we assist by email and/or phone.

At the end of the day we want to get you the maximum refund legally possible.

Max Refund Guarantee

Get every credit and deduction you deserve.

Experienced Tax Specialists

Trusted and preferred by those who use us.

Digitally OR Face-to-Face

Get your taxes done by a tax pro in an office, via video, phone, email or whatever is convenient for you.

Affordable & Transparent

Offering big city quality services with country value and transparency.

Your Taxation Checklist

To make the most of your tax appointment and to maximise your refund, please bring what you have of the following documents and receipts with you. With access to the ATO we may have a number of these ready for your appointment already.

Income Statements

Deductions & Expenses

Personal Details

  • PAYG Payment Summaries
  • Payment summaries / Group certificate
  • Eligible termination payments
  • Interest earned from bank accounts
  • Share dividend statements
  • Annual tax statements from trusts, managed investments, property & cash management trusts
  • Income and expenses from investment properties
  • A list of work-related expenses (with receipts) – including your motor vehicle log
  • Receipts of charitable donations
  • Interest and fees on investment loans
  • Fee charged for previous year’s tax return
  • Income protection insurance
  • Sickness and accident insurance
  • Private health insurance & extra superannuation contributions
  • HELP debt or Financial Supplement loans

Bring the details of you and your spouse, including your:

  • Date of Birth
  • Taxable Income
  • Bank account details for your refund

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Our team stay up to date with the latest in accounting, technology and tax minimisation strategies through CPD (Continual Professional Development) which means we are continually being educated in ways to save you money, minimise your tax and grow your wealth!
All this available in a tailored package with no hidden costs, fees or charges!

These FREE handy tax envelopes are to help you with your tax!

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