At Initiative, we want to make financial success easy for you!

Read through our FAQs to find out more.

Yes, you can email your details to your Client Manager or arrange a phone appointment with one of our accountants.

Yes to speed up the lodgement process you can fax your signed Electronic Lodgement Declaration to us on (07) 5437 8811. Alternatively you can email your signed Electronic Lodgement Declaration to your Client Manager.

No. Unfortuntately this option is no longer available.

Yes we can contact the ATO on your behalf to arrange a mutually agreeable payment arrangement.

You will only need to bring a summary of your expenses to your appointment, however for audit purposes you will need to ensure you keep all your receipts.

As a qualified Chartered Accountant, Financial Planner and Director of the firm, James has extensive experience in all areas of Chartered Accounting & Financial Advice, with expertise in taxation advice & planning, business structuring & development, wealth creation & debt reduction, self-managed superannuation & estate planning, and providing sound general management and financial advice to a diverse portfolio of business and individual clients.

Yes we can offer an experienced bookkeeper to assist you with your business record keeping.. For more information contact us on (07) 5437 8888.

Contact our office on (07) 5437 8888 and we will send you a payment advice by email, fax or mail.

Initiative has a range of options that include direct debit, cash, cheque, credit card, EFTPOS, Ezi Debit or Quick Fee.

If you are an individual tax payer, you need to keep your records for 5 years.  However if you operate a business, you will need to keep your records for 7 years.

$75,000 gross turnover for a 12 month period.

Yes, Kim Jay, our Director is a Commissioner of Declarations who can witness documents for you.

For quarterly payments, superannuation is due to be paid by the 28th day following the previous quarter end.

For quarterly BAS, generally the 28th day after the quarter end. However, if you lodge through Initiative you are automatically given a four week extension. Monthly BAS are due the 21st day after the month end.

If you are an individual or small business tax payer, your tax returns are due to be lodged by the 15 May following year end. For larger taxpayers, tax returns are due to be lodged by 31 March following year end.