Resources

We pride ourselves for being much more than accountants, bookkeepers and financial advisors, providing you with proactive financial advice. Here is our library of useful ebooks, financial insights and checklists to help you be more successful. We hope they help.

Videos

Investing in a Post COVID-19 World

Webinar video on Investing in a Post COVID-19 World, hosted by Nicholas Pateras and Don Hands. Published on 15 October 2020.

2020-21 Federal Budget

Webinar video on the 2020-21 Federal budget, hosted by Director’s, Nicholas Pateras and Chris Wilson. Published on 8 October 2020.

JobKeeper Alternative Decline In Turnover Tests

Webinar video on JobKeeper Alternative Tests. Hosted by Nicholas Pateras and Mark Forte. Published on 6 October 2020.

Open Forum Q&A On JobKeeper 2.0 & 3.0

Open Forum Webinar video on JobKeeper 2.0 and 3.0. Hosted by Nicholas Pateras and Nick Street. Published on 25 September 2020.

JobKeeper 2.0 And COVID-19 Government Grants

Webinar video on JobKeeper 2.0 and COVID-19 Grants. Hosted by Nicholas Pateras, Mark Forte and Sash Nikolovski. Published on 4 September 2020.

Benefits Of Moving Your Accounting System To The Cloud With Xero

Webinar video on the Benefits of Moving to the Cloud, hosted by Maxwell Law from Xero and Nicholas Pateras. Published on 19 August 2020.

Tax Planning Guides

Tax Deductibles Checklist

Discover over 50 tax deductible items you may have failed to claim in the past.

Minimise Business Tax Guide

Learn 14 ways how you can minimise your business tax this financial year.

Minimise Personal Tax Guide

Discover these tax minimisation strategies you can claim for your tax return.

Checklists

Entities Checklist

Checklist for the completion of your business financial statements and tax returns

Individual Checklist

Checklist for all the necessary information required for your personal tax return

SMSF Checklist

Checklist for the preparation of financial statements and tax returns for SMSFs

Property Investors Tax Return Checklist

Tax Return Checklist including possible deductions for Property Investors

Deductions Checklist

A Deductions Checklist to help minimise the tax you pay

COVID-19 Home Expenses Allowed

Checklist of home expenses you can claim due to the impact of COVID-19

FBT Checklist

Identify and provide the information needed to prepare your Fringe Benefits Tax Return.

Financial Freedom Checklist

A Checklist to help you achieve financial freedom.

Tax Deductions For Lawyers

Tax deduction checklist for Lawyers to help minimise tax.

Free Checklist: 50+ Tax Deductible Items

Discover over 50 tax deductible items you can claim in your next tax refund. Simply fill in your details and we will send this checklist to your inbox

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© 2021 – Wilson Pateras

This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information. Liability limited by a scheme approved under Professional Standards Legislation, other than for the acts or omissions of financial services licensees.