Simeoni & Co has been auditing our Trust Accounts for over 6 years. Their professionalism, attention to detail and efficiency has allowed our office to keep in line with OFT requirements and ensuring a clean record. We will continue to use Simeoni & Co services in the future and recommend them to any real estate office no matter how big or small – our first audit in 2004 was for 38 properties….. Mark Callil Principal of Exclusive Real Estate, Concord

Checklists

To save you time and money, these checklists assist you to collect and prepare the records required to complete your work.

Click on the links to download and please print, fill out what you can then send with the supporting documents requested via email, fax or post.
If you have any queries, please don't hesitate to contact us.

2020 Individual Tax Return - Questionnaire
Company Tax Return - Checklist
SMSF Income Tax Return - Checklist
Real Estate Trust Account Audit - Checklist

Mail: PO Box 725 Five Dock NSW 2046

Phone: (02) 9370 0400

Fax: (02) 9370 0444

Email: simeonico@simeoni.com.au