Tax preparations (FY07-08)

Investments

1. Consolidated Tax Statements from Fund Managers. These will be sent directly to you by the fund manager.
2. Details of interest earned on all bank accounts, including Colonial, Macquarie and MLC Cash Management Accounts. This information can be found on the June statement.
3. Details of interest paid on Margin Loans and Investment related Bank Loans. This information can be found on the June quarter statement issued by the bank or financial institution. Please ensure these statements contain details of interest in advance payments made at the end of the financial year, if applicable to you.
4. Details of any redemptions made during the financial year, for capital gains tax purposes.
5. Details of financial planning fees paid to Storm Financial during the financial year. This information can be kept on file by your accountant or tax agent, for future income tax deductibility/capital gains tax purposes.
6. Dividend statements relating to direct shareholdings.

Other Documentation

1. PAYG Payment Summaries relating to your employment (previously known as group certificates).
2. Details of work-related expenses. Your accountant or tax agent will provide details of deductible expenditure applicable to your occupation.
3. Private Health Insurance statement.
4. Payment Summaries relating to government pensions, benefits or assistance (including family tax benefit).

Should you have any problems obtaining your investment related tax statements and documentation, please do not hesitate to contact your adviser at Storm for assistance.