|
6. Financial Activity Calendar
Review your financial Plan to identify which
of the following are relevant to you:
| Activity |
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|
| Reviews Quarterly |
|
|
|
|
|
|
|
|
|
|
|
|
| Reviews Annual |
|
|
|
|
|
|
|
|
|
|
|
|
| Reviews / Updates Monthly |
|
|
|
|
|
|
|
|
|
|
|
|
| Superannuation Contribution Review |
|
|
|
|
|
|
|
|
|
|
|
|
| SMSF Annual Review & Return |
|
|
|
|
|
|
|
|
|
|
|
|
| BAS for SMSFs |
|
|
|
|
|
|
|
|
|
|
|
|
| Risk Insurance Review |
|
|
|
|
|
|
|
|
|
|
|
|
| Invoicing |
|
|
|
|
|
|
|
|
|
|
|
|
| Personal & Business Tax Returns |
|
|
|
|
|
|
|
|
|
|
|
|
| |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
|
