Checklists

Like A Financial Checkup!

Tick, tick, tick!

When it comes to staying on top of your finances – and planning for the future – it’s all about staying organised! Use the handy checklists on this page as a quick guide on what to consider for your personal tax, BAS statement or future goals. Having trouble ticking off a few items? Then contact Halletts and we’ll get you kicking goals in no time!

Rental Properties

A rental property can be a great long-term investment opportunity – but it always pays to be prepared! Download our rental property checklist here.

Tax Return Checklist

We all have to do it – and if done right a tax return can give you a nice little boost for the rest of the financial year – and make sure you’re A-OK with the ATO. Download our Tax Return Checklist here.
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