‘Being a relatively new business (4 years), the Trust Accounting side of our Property Management was rather daunting. It was suggested by a friend in real estate that we gain your assistance for our auditing. We started off with a manual excel spreadsheet based system, managing only a few properties. We have moved to an internet based system, PropertyTree, and we have been delighted at how our auditing process has been handled. As a country agent (5 hours from Sydney), the service we have received has been excellent. We recommend Simeoni to assist your business. Shelley Piper Principal Piper Real Estate

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.

2017 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