(02) 9875 2444
Unit 11, 1 Central Ave, Thornleigh NSW 2120
CLIENT RESOURCES
Note: These resources are copyright intellectual property. Refer to Disclaimer below for details.
The resources consist of spreadsheets, document and zip files. Although the files have been scanned for potential threats, we recommend that you scan the files with up-to-date antivirus software prior to use.
Several of the resources contain multiple files in a single zip format file. Most modern computers should open the files, however you may require software such as 7-zip (for Windows) or Keka (for Mac)
New Client Information
New Client Details
Complete and send us this information.
We recommend this be uploaded to the client portal. Call us for activation.
Alternatively email completed documents to info@pricefinancial.com.au
New Client Pack
2017 New Client Pack. Includes checklist.
Checklists - Current and Prior Year Use
Tax Checklist - Existing Clients
2017 Tax Checklist Package.
Tax Checklist - Entity
2017 Tax Checklist.
CGT Property Sale Checklist
2017 Property Sale Checklist.
Tools for Client Use
My Investment Property Estimator
A useful tool when planning a new property acquisition.
My Property GCT Record
A permanent record for clients for each property CGT costs, dates etc.
Blended Loan Calculator
Assists to identify deductible proportion or loan refinance splits.
Developers
Developer Toolkit
2018 Developer Toolkit.
A comprehensive pre-advice resource for proposed developments
General Advice Warning and Disclaimer
This website and links within the website contain information that is general in nature. No person should act on that information without seeking personal advice that considers your needs, objectives and personal circumstance.
The information is not client advice until client advice is given to you. Information may be outdated or subject to actual, proposed or planned change.
Information Provided By Third Parties
Links to third party websites are provided for convenience. Price Accounting Services Pty Ltd does not offer a warranty as to the accuracy of any third party websites and their content. If you consider any third party website content is inappropriate please contact us.
The Client Portal is a third party service integrated into our software. We do not warrant the service will be available 24/7 and it is not a permanent storage facility. Documents uploaded to the client portal could be deleted, corrupted or damaged and we do not warrant rectification. Clients should retain a copy of any document uploaded to or downloaded from the client portal.
Copyright Notice
All videos, checklists, logos and resources and strategies are property of Price Accounting Services Pty Ltd. They may be freely distributed and used in their complete content provided no alterations whatsoever are made and acknowledgement is given to the Copyright author. Devices have been included included in some works including our checklists and toolkits which assist identification of violation.
Property Chat logo and images are used with permission. Price Accounting Services Pty Ltd has no ownership, control or interests in Property Chat (www.propertychat.com.au).
