Fact Sheets

Below are some useful documents for your personal and business concerns:

Frequently Asked Questons
General information on our services and fees.

Business Engagement Letter
Business engagement letter to be signed prior to commencement of work

Clients Rights and Obligations Under Tax Laws
Clients rights and obligations under the Tax Agent Services Act 2009

New Client Form
Form to be completed and brought to your first meeting at Richards Financial Services to assist us in being able to identifying your accounting needs

Price List
Indicative price list for services offered by Richards Financial Services

Small Business Tax Break Factsheet
Factsheet about the Small Business Tax Break

Education Tax Refund Factsheet
Factsheet about how the Education Tax Refund that commenced 1 July 2009 works

Fringe Benefits Tax Factsheet
Factsheet about how Fringe Benefits Tax works

Goods and Services Tax Factsheet
Factsheet about how Goods and Services Tax works

Bookkeepers and BAS Agents
Factsheet about the changes to requirements for bookkeepers and registered BAS agents and how this affects your accounting services

Small Business Entities Capital Gains Tax Concessions
Factsheet about how the Small Business Capital Gains Tax Concessions work

Workers Compensation
Key information about Workers Compensation in NSW

Myob Checklist for Disk to Richards Financial Services
Things to do before giving us your data.

Superannuation Factsheet for Employers
What every employer needs to know.

Employee vs Contractor Checklist
Are you a contractor or an employee?

Comparison Table Between Different Business Structures
Table summarising main differences between different business structures

Self Managed Superanuation Fund Fact Sheet
Advantages and disadvantages of operating a self managed superannuation fund.

Partnership Fact Sheet
Advantages and disadvantages of operating a business through a partnership.

Company Fact Sheet
Advantages and disadvantages of operating a business through a company.

Sole Trader Fact Sheet
Advantages and disadvantages of operating a business as a sole trader.

Discretionary Trust Factsheet
Advantages and disadvantages of operating a business through a discretionary trust.

Unit Trust Fact Sheet
Advantages and disadvantages of operating a business through a unit trust.

HECS-HELP Benefit Factsheet
Factsheet about the new HECS/HELP Benefit available for recent university graduates including early childhood educators, maths or science graduates, nurses and midwives, and teachers who have recently graduated