Important Dates and Points to Note

Check this page regularly for important accounting dates and deadlines.

Audit Protection Insurance

Audit protection insurance provides for the payment of professional fees otherwise payable by you when incurred as a result of our firm being required to respond, on your behalf, to an audit, review or investigation by the tax office or other government body.  It provides you, as our client, with a fixed, cost effective solution to guard against unbudgeted professional fees. 

If you are unsure whether you should have audit protection insurance or not, please ring us to discuss this further. 

It's time to review your Investment Portfolio

From time to time, it is worth looking over your investment portfolio to ensure that it still suits your requirements.  Regular review of your portfolio provides assurance that you are on track to achieving your wealth creation goals. 

If you are a Bridges client, your portfolio is being reviewed on a regular basis as part of the service provided.

Fringe Benefits Tax

The FBT year ends on 31st March, 2012.  If applicable, please ensure you take an odometre reading at this date.  

December 2011 Quarter BAS

December 2011 quarter BAS is due on 28th February, 2012 (self -completion). Where we complete your BAS, you may have an extension - we will advise you of your due date. 

If you are unsure of your BAS due date please contact us directly to determine.  

Monthly BAS / IAS Lodgement

Monthly BAS's are due on the 21st of each month

2011 End of Year

By now, most Business owners will have their 2011 end of year completed.  However, if you have not yet had your 2011 end of year finalised, please bring in your information for us to prepare your Financial Statements and lodge your Income Tax Return.   It is important that your Financial Statements are prepared on a timely basis so that we can help you review, project and plan for the coming year. 

2011 Income Tax Returns

Contact our office on Tel: 52 217655 or email b.lyle@patrickrowan.com.au to make a time for your Tax Interview with one of our qualified Tax Advisers.  Take this opportunity to have a quality discussion on your current tax position - is there anything we can help you with to minimise your tax for next year?  

Please ask us  if you are unsure on what  information you need to bring in. 

If you prepare our own tax return it is due for lodgement with the Australian Taxation Office by 31st October.   As Tax Agents, we are able to get you an extension , however you must register with us. 

 If you have NOT completed your 2011 Income Tax Return, please contact us urgently.