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.

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

Here are some strategies you can use to help minimise your business tax.

Minimise Personal Tax Guide

Discover these tax minimisation strategies to help minimise your personal tax. 


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 checklist

Property Investors Tax Return Checklist

Tax Return Checklist including possible deductions for Property Investors

Deductions to Consider for Your Tax Return

A Deductions Checklist to help minimise the tax you pay

office expenses claim

Home Expenses Allowed

Checklist of home expenses you can claim if you performed some of your work from home office.

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.


The Key Tips & Traps When Selling Your Business

Insights, anecdotes and practical tips about business sale preparation and processes.

Property Development 101

This interactive Webinar session was designed to provide you with all the initial knowledge required to become a Property Developer. 

JobKeeper Alternative Decline In Turnover Tests

Wilson Pateras presented a live Webinar outlining the Tax Advantages of Owning ASX Listed Shares.

Selling Your Business

Wilson Pateras are excited to present to you our live webinar on Selling Your Business (with Narrim Segeal).

The Current Lending Environment & Opportunities For Investors

In order to kickstart the economy in 2021 post COVID-19, the government propose to relax its strict credit laws, making it easier for Australians to access more money.

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.