Document Sets
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Tax Planning 2019
- Tax Planning – Business Clients Checklist 2019
- Tax Planning – Business Clients Checklist 2019
- Tax Planning – Client Meeting Agenda
- Tax Planning – Client Newsletter 2019
- Tax Planning – Income Tax Changes Reference 2019
- Tax Planning – Individual Clients Checklist 2019
- Tax Planning – Primary Production Questionnaire
- Tax Planning Questionnaire
- Tax Planning Recommendation for Business Clients – Email Template
- Tax Planning Recommendation for Individuals – Email Template
- Tax Planning Recommendation Letter for Business Clients
- Tax Planning Recommendation Letter for Individuals
- Tax Planning Review Letter for Business Clients
- Tax Planning Review Letter for Individuals
Division 7A 2019
- Company Debit Loan Checklist 2019
- Debt and Equity Checklist 2019
- Debt and Equity Interests Election
- Non-Share Capital Account…
- Company Debit Loan Checklist 2019
- Debt and Equity Checklist 2019
- Debt and Equity Interests Election
- Non-Share Capital Account
- Sub-Trust Establishment Resolution
BAS & IAS 2019
- BAS and IAS Preparation – Checklist 2019
- BAS Covering Letter (short version)
- BAS Covering Letter with Accountant’s Report
- Activity Statement Information Gathering Letter
- BAS and IAS Preparation – Checklist 2019
- BAS Covering Letter (short version)
- BAS Covering Letter with Accountant’s Report
- Activity Statement Information Gathering Letter
- BAS Information Gathering Quesntionnaire
- Business Activity Statement Email Template
- ISA – Covering Letter
- Installment Activity Statement Email Template
SMSF Audit 2018
- SMSF – Super Fund Audit Representation Letter
- SMSF Audit Bank Confirmation Request
- SMSF Audit Engagement Letter
- SMSF Audit Confirmation Request Letter and Authority
- SMSF – Super Fund Audit Representation Letter
- SMSF Audit Bank Confirmation Request
- SMSF Audit Engagement Letter
- SMSF Audit Confirmation Request Letter and Authority
- SMSF Audit Ethical Clearance on Acceptance of Engagement Letter
- SMSF Audit Ethical Clearance on Loss of Client Letter
- SMSF Audit Investment Confirmation Request Letter – Chess Sponsor
- SMSF Audit Investment Confirmation Request Letter
- SMSF Audit Section 129 Notice Letter
- SMSF Audit Strategy Letter to Those Charged with Corporate Governance
- SMSF Audit Trustee Management Letter
- SMSF Independent Auditor’s Report
SMSF Compliance 2018
- Year End Questionnaire – Covering Letter
- SMSF Year End Checklist 2018
- SMSF Engagement Letter
- Year End Questionnaire – Covering Letter
- SMSF Year End Checklist 2018
- SMSF Engagement Letter
- SMSF – Year End Questionnaire 2018
- SMSF – Year End Covering Letter
- SMSF – Super Fund Audit Representation Letter
- SMSF – Section 290-170 Notification Fund Acknowledgement
- SMSF – Section 126K Declaration Not a Disqualified Person
- SMSF – Annual General Meeting Minute
- Notes for Persons Signing Income Tax Returns
Accounts and Tax 2018
- Accounts & Tax Checklist 2018
- Accounts and Tax – Year End Questionnaire 2018
- Accounts and Tax Covering Letter
- Accounts and Tax Engagement Letter
- Accounts & Tax Checklist 2018
- Accounts and Tax – Year End Questionnaire 2018
- Accounts and Tax Covering Letter
- Accounts and Tax Engagement Letter
- Company – Dividend Resolution
- Company Dividend and Interest Schedule Letter
- Forced Sale of Livestock – Inclusion of Deferred Profit
- Forced Sale of Livestock Election – Deferral of Profit
- Forced Sale of Livestock Election – Replacement Stock
- Notice to Correct Franking Credit Allocation
- Partnership Distribution Statement
- Rollover of Trading Stock Election
- Shareholder Distribution Statement
- Trust Distribution Statement
- Trust Year End Distribution Resolution – No Income Streaming
- Trust Year End Distribution Resolution – With Income Streaming
- Withdrawal from the Primary Producer Averaging System Election
- Year End Questionnaire – Covering Letter
Personal ITR 2018
- Authority to Deduct Fees
- Notes for Persons Signing Income Tax Returns
- Personal ITR – Checklist 2018
- Authority to Deduct Fees
- Notes for Persons Signing Income Tax Returns
- Personal ITR – Checklist 2018
- Personal ITR – Covering Letter
- Personal ITR – Year End Questionnaire 2018
- Tax Engagement Letter
- Year End Questionnaire – Covering Letter
2018 Privacy and Data Breach
- Data Breach Management and Response Plan – Template
- Data Breach Notification Considerations
- Data Breach Policy Consideration
- Data Breach Management and Response Plan – Template
- Data Breach Notification Considerations
- Data Breach Policy Consideration
- Managing Personal Information
- Privacy Impact Assessment Report Considerations
- Privacy Management Plan – Template
- Privacy Policy considerations
Please note: Our templates are not legal documents and we recommend that you seek independent legal advice regarding your Privacy and Data Breach documents (including your policies, processes and plans).
FBT Document Set 2018
- FBT Declaration & Elections
- FBT – Checklist 2018
- FBT – Complex covering Letter
- FBT – Employee Contribution Journal Covering Letter
- FBT Declaration & Elections
- FBT – Checklist 2018
- FBT – Complex covering Letter
- FBT – Employee Contribution Journal Covering Letter
- FBT – Employee Contribution Set Off Confirmation Letter
- FBT – Employee Contributions Set Off Request Letter
- FBT – Information Gathering Questionnaire
- FBT – Information Gathering Letter
- FBT – Simple Covering Letter
Advisory Tools
- Business Plan – Template
- Creating a Business Plan – Guide
- Creating a Business Plan Covering Letter
- Entity Matrix – Choosing a Business Structure
- Creating a Business Plan – Guide
- Creating a Business Plan Covering Letter
- Entity Matrix – Choosing a Business Structure
- Establishment of New Business Structure Letter
- Meeting Agenda – Buying a Business
- Meeting Agenda – Choosing a Business Structure
- Purchase of Business Checklists
- Your Guide to Buying a Business
- Your Guide to Buying a Business Covering Letter
Firm Tools
- Firm Budget and Cashflow Plan Workpapers
- QA Policy – Acceptance and Continuance of Client Relationships
- QA Policy – Engagement Performance
- Profit and Cashflow Plan Workpapers
- QA Policy – Ethical Requirements
- QA Policy – Acceptance and Continuance of Client Relationships
- QA Policy – Engagement Performance
- QA Policy – Mission Statement
- QA Policy – Ethical Requirements
- QA Policy – Human Resources
- QA Policy – Monitoring Quality Control in the Firm
- QA Policy – Quality Assurance in the Firm
- QA Policy – Risk Management
- Risk Management Framework – Template
- The Firm’s Commitment to the Team Members