Astrum Consultants

Astrum Consultants, here for you to help you achieve more. We provide the assistance you need, at the time you need it and where possible, we do so for a fixed fee. That way, you know what you are getting, when you will get it and how much it will cost. How can we help you achieve more?

2026 Tax Information Required

In order for Astrum Consultants to be able to prepare and lodge your Income Tax Return on your behalf, please collate the following items:

Income & Payments

  • Income Statements (formerly Group Certificates). Employers no longer provide these; please forward any unusual or multiple income streams.
  • Payment Summaries for any pensions or annuities.
  • Centrelink payments (JobSeeker, Youth Allowance, etc).

Investment & Capital Gains

  • Interest earned from bank accounts, debentures, term deposits, etc.
  • Share Dividend Statements and Distribution Statements.
  • Annual Taxation Statements from trusts, managed funds and investment trusts.
  • Assets/shares buy/sell summaries including full acquisition and disposal details (this will be important with forthcoming capital gains tax rule changes).
  • Cryptocurrency transaction history – all buy, sell, swap and disposal events.
  • Foreign pensions.

Property & Rental

  • Income and expenses for all investment properties.
  • Depreciation schedules and investment property reports.
  • Mortgage interest and loan statements.

Work-Related Expenses

  • Motor vehicle logbook and work-related travel calculations.
  • List of work-related expenses (excluding reimbursed items).
  • Home office costs and a diary of hours worked from home.

General Deductions & Contributions

  • Interest and fees on investment loans.
  • Donations to registered charities (excluding donor-gives-tickets).
  • School building levies, library funds.
  • Income protection insurance & sickness/accident insurance.
  • Self-employed superannuation contributions.
  • Private health insurance details.
  • Amount of HELP or Financial Supplement debt outstanding.

Super & Tax Offsets

  • Details of any super contributions for you or spouse (including spouse contributions).
  • Notice of any personal super contributions (for deductions).
  • Spouse TFN, date of birth & taxable income (for spouse-related offsets).

Miscellaneous & Previous Year

  • Last year’s tax return or ATO assessment notice.
  • Bank account details (BSB & account) for direct refunds.
  • Fee charged for last year’s tax return(s).

Not all the above will be relevant to your situation, however the more information you provide, the less we will have to ask for.

Liability limited by a Scheme approved under Professional Standards Legislation.