You should keep records of all your income and expenses. This might include:

  • Income statements from your employer.
  • Bank statements showing interest earned.
  • Dividend statements.
  • Summaries from managed investment funds.
  • Tenant and rental records.
  • Receipt or invoices for equipment or asset purchases and sales.
  • Receipts and invoices for expense claims and repairs.
  • Salary Sacrifice
  • Shares sale and purchase
  • Cryptocurrency


Generally, records need to be kept for five years from the date the tax return was lodged and for five years after you have acquired or disposed of an asset.