What documents to bring to your accountant in Geelong

August 25, 2025

Whether you’re a small business owner, property investor, or just looking to lodge your tax return, working with a professional accountant in Geelong can make a real difference. But to get the most out of your appointment, it’s important to arrive prepared. Bringing the right documentation helps your accountant give accurate advice, meet compliance requirements, and save you time and money. Here’s a simple guide to what you’ll need for different accounting services.

Individual income tax returns

When it comes to lodging your individual tax return, a trusted accountant in Geelong can help you claim the right deductions and stay compliant with ATO requirements. Whether you’re a full-time employee, a sole trader, or receiving income from multiple sources, accurate and complete documentation ensures you don’t miss out on potential refunds or trigger unnecessary audits. At CD&G Accountants, we make personal tax time straightforward and stress-free.

Bring:

  • PAYG summaries or income statements
  • Centrelink payment summaries (if applicable)
  • Private health insurance details
  • Records of other income (e.g. interest, dividends, shares)
  • Work-related deductions (receipts, logbooks)
  • Rental property statements (if applicable)
  • Last year’s tax return (if you’re new to us)
  • Small business tax and BAS preparation

Managing tax obligations and BAS lodgements is a crucial part of running a small business. A qualified accountant in Geelong can assist you with quarterly reporting, payroll setup, superannuation compliance, and end-of-year tax planning. Our team at CD&G Accountants works closely with local business owners to keep their records in order and their businesses on track, all while helping reduce tax pressure wherever possible.

Bring:

  • Business bank statements and reconciliations
  • Invoices (both sales and expenses)
  • Payroll summaries and employee records
  • BAS documentation and GST records
  • Superannuation payment records
  • Asset and loan documents
  • Business registration and ABN details

Farm accounting and rural business support

Agriculture is at the heart of many regional economies, and Geelong is no exception. CD&G Accountants offers tailored support for farming businesses, helping manage seasonal income, fuel tax credits, and farm-specific deductions. Partnering with an experienced accountant in Geelong who understands rural operations can make a big difference in how you handle your finances and prepare for long-term sustainability.

Bring:

  • Livestock trading and stock movement reports
  • Fuel usage and fuel tax credit documentation
  • Equipment purchase and depreciation schedules
  • Seasonal income and expenses
  • Farm management deposit (FMD) records
  • Water rights, land use, and lease agreements

Property investment accounting

Owning investment property involves more than collecting rent, there are specific tax rules, deductions, and compliance responsibilities to consider. A knowledgeable accountant in Geelong can guide you through the complexities of property investment accounting, including negative gearing, depreciation, and capital gains tax. CD&G Accountants works with both first-time and seasoned investors to ensure their portfolios remain profitable and compliant.

Bring:

  • Rental income statements
  • Loan interest statements
  • Property management fees
  • Council and water rates
  • Maintenance and repair receipts
  • Depreciation schedules
  • Insurance and strata documentation

Self-managed super funds (SMSFs)

Managing a self-managed super fund gives you control over your retirement savings, but it also comes with significant responsibilities. An experienced accountant in Geelong is essential to ensure your SMSF is compliant with superannuation laws and reporting standards. At CD&G Accountants, we support trustees with strategic advice, annual reporting, and independent auditing, making SMSF management clear, compliant, and aligned with your long-term goals.

Bring:

  • SMSF trust deed
  • Bank statements and transaction history
  • Contributions and pension payment records
  • Investment purchase and valuation reports
  • Tax return and audit reports from prior years
  • Minutes from trustee meetings
  • Insurance documents and compliance certificates

Looking for an accountant in Geelong?

At CD&G Accountants, we make it easy to stay on top of your financial obligations. Whether you’re an individual, investor, or business owner, our friendly and professional team in Geelong is here to guide you through every stage of the process. Get in touch with CD&G Accountants today for personalised support from a reliable accountant in Geelong.