Client Resources and Guides

Nothing saves our clients more time than getting these few things right. It's what GR & Co has centred its practice around since day one. Keep business and private spending in separate bank accounts, because it turns a year of untangling into a short review. Hold purchase documents for property, shares and equipment for as long as you own the asset, since the cost base decides what any eventual gain looks like. Export a full transaction history from every crypto exchange and wallet you use, not just the trades you remember. Trustees of a discretionary trust need their distribution resolution documented before the end of financial year, and superannuation guarantee contributions must be paid on time or the deduction is lost entirely. If you have a question that is not covered here, ask us directly rather than guessing.