Trust Holmans

Resources

Checklists to help make your life easier

We’ve created a series of documents (fact sheets and checklists) that can easily be downloaded from our website for your use.

Assistance for Business

Cash flow assistance for businesses
Economic response to the Coronavirus. Important package/support announced by the Government. Contact us should you require information about the same.
Economic response to the Coronavirus

Fact Sheets

Top 5 Tax Tips for Health Professionals
Top 5 Tax Tips for Health Professionals
Tax Tips for Health Professionals
Health & Medical Practitioners – Q & A
A fact sheet that address a range of specific questions and issues that Health practitioners face.
Tax Tips for Health Professionals
General Tax – Q & A
A fact sheet that addresses four common tax questions
Tax Tips for Health Professionals
Thinking about a SMSF
An information booklet prepared by the Australian Tax Office with the basic information about Self Managed Super Funds (SMSF)
Tax Tips for Health Professionals

Checklists

Checklist Individual
A checklist of the information and records typically required by accountants to prepare an individual’s tax return
Tax Tips for Health Professionals
Checklist Business
A checklist of the information and records typically required by accountants to prepare a business’s tax return
Tax Tips for Health Professionals
Checklist Health Professional
A checklist of the information and records typically required by accountants to prepare a healthcare professional’s tax return (eg. Doctor, dentist etc)
Tax Tips for Health Professionals
Checklist Investment Property
A checklist of the information required regarding individual investment property.
Investment Property Checklist
Checklist Investment Property (Detailed)
A detailed checklist of the information required regarding individual investment property.
Investment Property Checklist Detailed
Checklist SMSF
A checklist of the information and records typically required by accountants to prepare a SMSF tax return
Tax Tips for Health Professionals

Resources

Health Professional Contractor Arrangements
A common question we receive from both practice operators and the workers themselves…. “When someone is contracting to a Practice, should they be a contractor or employee?”
Tax Tips for Health Professionals
What is Negative Gearing?
Negative gearing is a phrase circulated around a lot, sometimes positively, sometimes negatively … so what is it?
Tax Tips for Health Professionals
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