Template Packs
Our template packs are standalone templates, checklist & documents designed to help you save time.
These template packs DO NOT include Smart Workpapers.
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Tax Planning 2021
- Tax Planning – Business Clients Checklist 2021
- Tax Planning – Client Meeting Agenda
- Tax Planning – Client Newsletter 2021
- Tax Planning – Income Tax Changes Reference 2020
- Tax Planning – Individual Clients Checklist 2021
- 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
Human Resources 2020
- Career Development Reviews Checklist
- Employment Interview Questions
- Employment Reference Letter
- Induction Checklist
- New or Change Team Member Details
- New Team Member Booklet
- New Team Member IT Set-up Form
- Notice to Unsuccessful Applicants
- Offer of Employment Letter and Standard Terms and Conditions
- Personnel Records Checklist
- Position description – Accountant – Level 1-3
- Position Description – Business Manager
- Position Description – Client Relationship Manager
- Position Description – Client Services Co-ordinator
- Position Description – Information Technology Manager
- Position Description – Partner, Director or Principal
- Position Description – Payroll Officer
- Position Description – Receptionist or Administration Officer
- Position Description – Senior Accountant
- Position Description – Template
- Probation Period Checklist
- Probation Period Completion Letter
- Recruitment Advertisement
- Recruitment Advertisement Sample
- Recruitment Interview Checklist
- Reference Check Form – Verbal
- Reference Check Letter
Accounts and Tax 2020
- Accounts & Tax Checklist 2020
- Accounts and Tax – Year End Questionnaire 2020
- Accounts and Tax Covering Letter
- Accounts and Tax Email Template
- Accounts and Tax Engagement Letter
- Company – Dividend Resolution
- Company Dividend and Interest Schedule Letter
- Family Trust Election Resolution
- 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
- Partnership Salary Resolution
- Primary Production – Year End Questionnaire 2020
- Rollover of Depreciating Assets Election
- Rollover of Trading Stock Election
- Shareholder Distribution Statement
- Trust Distribution Statement
- Trust Year End Distribution – Covering Letter
- Trust Year End Distribution Minute – No Income Streaming
- Trust Year End Distribution Minute – No Income Streaming
- 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
BAS & IAS 2021
- Activity Statement Information Gathering Letter
- BAS and IAS Preparation – Checklist 2021
- BAS Covering Letter (short version)
- BAS Covering Letter with Accountant’s Report
- BAS Information Gathering Quesntionnaire
- Business Activity Statement Email Template
- ISA – Covering Letter
- Installment Activity Statement Email Template
SMSF Compliance 2020
- Account Based Pension (TRIS) Minimum and Maximum Letter
- Account Based Pension Minimum Payment Letter
- Allocated Pension Minimum and Maximum Letter
- Notes for Persons Signing Income Tax Returns
- SMSF – Annual General Meeting Minute
- SMSF – Section 126K Declaration Not a Disqualified Person
- SMSF – Section 290-170 Notification Fund Acknowledgement
- SMSF – Super Fund Audit Representation Letter
- SMSF – Section 126K Declaration Not a Disqualified Person
- SMSF – Year End Covering Letter
- SMSF – Year End Questionnaire 2020
- SMSF Engagement Letter
- SMSF Year End Checklist 2020
- SMSF Year End Email Template
- Year End Questionnaire – Covering Letter
FBT 2020
- FBT – Checklist 2020
- FBT Declaration & Elections
- 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
Privacy and Data Breach 2019
- 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).
Advisory Tools
- Business Plan – Template
- Creating a Business Plan – Guide
- Creating a Business Plan Covering Letter
- Entity Matrix – Choosing a Business Structure
- Meeting Agenda – Choosing a Business Structure
- Establishment of New Business Structure Letter
- Meeting Agenda – Buying a Business
- 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 – Ethical Requirements
- QA Policy – Acceptance and Continuance of Client Relationships
- QA Policy – Monitoring Quality Control in the Firm
- QA Policy – Mission Statement
- QA Policy – Human Resources
- QA Policy – Quality Assurance in the Firm
- Risk Management Framework – Template
- The Firm’s Commitment to the Team Members