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Document Title Procedural Area Document Type

Acceptance of Engagement – Ethical Clearance Letter Clients Letters

Appointment Detail Form Clients Forms

Complaints Form Clients Forms

Complaints - Reply Letter Clients Letters

Confirmation of Appointment Letter Clients Letters

Dealing with Complaints Clients Scripts

Dealing with Complaints Procedure Clients Procedure

Fixed Price Agreement Clients Letters

Meeting Agenda - Generic Clients Forms

Meeting Agenda - New Projects Clients Forms

Meeting Agenda – Prospects and New Client Clients Forms

Meeting Agenda – Application for Finance Clients Forms

Meetings in our Office Procedure Clients Procedures

Monthly Complaints Monitoring Form Clients Forms

Pro Forma Loan Application Form Clients Forms

Speaking to a Lost Client Clients Scripts

Debtor Control and Collection of Overdue Accounts Finance Procedures

Debtors - 1st Reminder for Overdue Accounts Finance Letters

Debtors - 2nd Reminder for Overdue Accounts Finance Letters

Debtors - 3rd and Final Reminder for Overdue Accounts Finance Letters

Debtors - Credit Review Checklist Finance Checklists

Debtors - First Telephone Call to Overdue Debtor Finance Scripts

Debtors - Getting Cashflow and Debtors Under Control Finance Reference

Debtors - Second Telephone Call to Overdue Debtor Finance Scripts

Firm Budget and Cashflow Plan Workpapers Finance Workpapers

Client Categorisation Workpapers Leadership Form

Client File Review Checklist Leadership Checklists

Client Files Reviewed - Summary Leadership Forms

Client Manager Report Leadership Forms

Client Review and Categorisation Procedure Leadership Procedure

Clients Gained and Lost and Prospect Conversion Leadership Workpapers

Error and Omissions Report Leadership Forms

Guidelines – Ethical Requirements Leadership Forms

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Lost Client Letter Leadership Letters

Lost Client and Client Deletion Checklist Leadership Forms

Management Meeting Agenda Leadership Forms

Meeting Agenda – Strategic Planning Leadership Forms

New Project with Prospects and Existing Clients Checklist Leadership Forms

Privacy Checklist Leadership Checklists

Privacy Policy Considerations Leadership Forms

QA Policy - Acceptance and Continuance of Client Relationships Leadership Forms

QA Policy - Engagement Performance Leadership Forms

QA Policy - Ethical Requirements Leadership Forms

QA Policy - Human Resources Leadership Forms

QA Policy - Monitoring Quality Control in the Firm Leadership Forms

QA Policy - Quality Assurance in the Firm Leadership Forms

QA Policy – Risk Management Leadership Forms

QA Policy – Mission Statement Leadership Forms

Quality Control Checklist Leadership Forms

Risk Management Framework – Template Leadership Forms

Strategic Planning – Presentation Leadership Forms

Strategic Planning – Quarterly Plan Leadership Workpapers

Strategic Planning – Questionnaire Leadership Forms

Strategic Planning – Planning in the Firm Leadership Procedures

Team Member Report Leadership Forms

The Basis of Professional Relationship Leadership Forms

The Firm’s Areas of Operation Leadership Forms

The Firm's Commitment to the Team Members Leadership Forms

Client and Prospect Scripts Marketing Forms

Event Planning – Computer Training Running Sheet Marketing Forms

Event Planning – Event Running Sheet Marketing Forms

Event Planning – Presenter’s Requirements Form Marketing Forms

Event Planning – Budget and Registration Workbook Marketing Workpapers

Event Planning Procedure Marketing Procedures

Feedback from Clients Marketing Procedures

Proposal Letter for Prospective New Client Marketing Letters

Prospects Procedure Marketing Procedures





Referrals from Clients & Associates Marketing Procedures

Ways for Keeping in Touch with Prospects Marketing Forms

ABN and TFN Registration Advice Production Letters

ABP for a Non-Retired Member (TRIS) – Letter to Member Production Letters

ABP for a Non-Retired Member (TRIS) – Member Letter to Fund Production Letters

ABP for a Non-Retired Member (TRIS) – Minute Production Forms

ABP for a Retired Member – Letter to Member Production Letters

ABP for a Retired Member – Member Letter to Fund Production Letters

ABP for a Retired Member - Minute Production Forms

ASIC - Annual Review Production Procedures

ASIC - Annual Statement - Solvency Resolution Production Forms

ASIC - Annual Statement – Solvency Minute Production Forms

ASIC - Change of Company Name Covering Letter Production Letters

ASIC - Change to Company Details Production Procedures

ASIC – Company Deregistration Application Covering Letter Production Letters

ASIC – Company Deregistration Notification Covering Letter Production Letters

ASIC - Company Registration - Information Gathering Covering Letter Production Letters

ASIC - Company Registration - Information Gathering Form Production Forms

ASIC - Consent to Appointment Production Forms

ASIC - Directors Resolution - Change of Address Production Forms

ASIC - Directors Resolution - Change of Office Holders Production Forms

ASIC - Directors Resolution - Change to Office Holders Details Production Forms

ASIC - Directors Resolution - Generic Production Forms

ASIC - Form 484 Covering Letter Production Letters

ASIC - Registration of a New Company Production Procedures

ASIC - Registration of Company Checklist Production Checklists

ASIC - Responsibilities of a Company Director or Secretary Production Reference

ASIC - Review of Annual Statement Letter Production Letters

ASIC - Share Transfer Covering Letter Production Letters

ASIC – Voluntary Deregistration of a Company Production Procedure

ASIC Forms Production Web Pages

ASIC Lodgment Fees Production Web Pages

ATO Certainty Letter Production Letters

ATO Garnishee Notice Letter Production Letters





ATO Instalment Obligations Production Forms

ATO Lodgement Reminder Letter Production Letters

ATO Overdue Payment Notice Letter Production Letters

ATO Payment Arrangement Letter Production Letters

Account Based Pension (TRIS) – Minimum and Maximum Letter Production Letters

Account Based Pension – Client Disclosure Production Forms

Account Based Pension – Client Disclosure Letter Production Letters

Account Based Pension – Establishment Covering Letter Production Letters

Account Based Pension – Minimum Payment Letter Production Letters

Account Based Pension Procedure Production Procedures

Accounts Preparation – Accounting Checklist Production Checklists

Accounts Preparation – Smart Workpapers Production Workpapers

Accounts Preparation – Final Self Review Production Checklists

Accounts Preparation – Year End Questionnaire Production Forms

Accounts Preparation – Covering Letter Production Letters

Accounts Preparation – Engagement Letter Production Letters

Accounts Preparation – How We Do It Here Production Procedures

Activity Statement – Covering Letter Production Letters

Adding a Member to a Self-Managed Superannuation Fund Production Procedures

Adding a Member to a Self-Managed Superannuation Fund Letter Production Letters

Allocated Pension Minimum and Maximum Letter Production Letters

Application for Finance Covering Letter Production Letters

Applying for Finance Procedure Production Procedures

Authority to Deduct Fees Production Forms

BAS & IAS Preparation - Checklist Production Checklists

BAS & IAS Preparation – Smart Workpapers Production Workpapers

BAS Preparation - Information Gathering Letter Production Letters

BAS Preparation - Information Gathering Questionnaire Production Forms

BAS Preparation – Covering Letter Production Letters

BAS & IAS Preparation Procedure Production Procedures

Budget and Cashflow Forecasts Checklist Production Checklists

Budgets and Cashflow Forecasts Procedure Production Procedures

Business Plan Template Production Forms

Valuation of a Business Workpapers Production Workpapers





Buying or Setting Up a New Business Production Procedures

Calendar of Key Dates Production Forms

Capital Gains Tax – Smart Workpapers Production Workpapers

Calculation of Capital Gains and Losses Production Procedures

Capital Gains Tax - Checklist Production Checklists

Cashflow - Workpapers Production Workpapers

Change to Client Details – Covering Letter Production Letters

Choosing a Business Structure – Checklist Production Checklists

Choosing a Business Structure – Entity Matrix Production Reference

Client Termination Letter Production Letters

Company Debit Loan – Smart Workpapers Production Workpapers

Company Debit Loan – Checklist Production Checklists

Company Dividend Resolution Production Forms

Company Notice of Assessment Letter Production Letters

Company Shareholders Loan Accounts Production Procedures

Company Dividend and Interest Schedule Letter Production Letters

Consent to Appointment as Trustee (Company) Production Forms

Consent to Appointment as Trustee (Individual) Production Forms

Converting Pension to New Regulations – Member Letter to Fund Production Letters

Converting Pension to New Regulations – Minute Production Forms

Creating a Business Plan – Guide Production Forms

Creating a Business Plan Covering Letter Production Letters

Current Financial Status Workpapers Production Workpapers

Debt and Equity Checklist Production Checklists

Division 293 Tax Assessment Letter Production Letter

Engagement Procedures Production Procedures

Engagement Letter for Other Assignments Production Letters

Establishing a Business Structure Production Procedures

Establishment of a New Business Structure Production Letters

Establishment of a Self Managed Super Fund Letter Production Letters

FBT – Process and Completion Production Procedures

FBT - Elections and Declarations Production Procedures

FBT - Electronic Lodgment Declaration Production Forms

FBT – Smart Workpapers Production Workpapers





FBT - Checklist Production Checklists

FBT - Information Gathering Production Procedures

FBT - Motor Vehicle Checklist Production Checklists

FBT - Simple Covering Letter Production Letters

FBT - Complex Covering Letter Production Letters

FBT Declaration - Airline Transport Benefits Production Forms

FBT Declaration - Car Benefits Production Forms

FBT Declaration - Expense Payment Benefits Production Forms

FBT Declaration - Fuel Expense Production Forms

FBT Declaration - Living Away From Home Benefits Production Forms

FBT Declaration - Loan Fringe Benefits Production Forms

FBT Declaration - Log Book Production Forms

FBT Declaration - Meal Entertainment Expenses Production Forms

FBT Declaration - Motor Vehicle Benefits Production Forms

FBT Declaration - Property Benefits Production Forms

FBT Declaration - Recurring Expense Payment Benefits Production Forms

FBT Declaration - Recurring Property Benefits Production Forms

FBT Declaration - Recurring Residual Benefits Production Forms

FBT Declaration - Residual Benefits Production Forms

FBT Declaration - Residual Benefits - No Private Use Production Forms

FBT Declaration - Residual Benefits - Vehicles Other Than Cars Production Forms

FBT Election - Car Benefits Production Forms

FBT Election - Car Benefits Statutory Method Production Forms

FBT Election - Meal Entertainment Expenses Production Forms

FBT Election - Meal Entertainment Expenses for GST Production Forms

FBT Employee Contribution Journal Covering Letter Production Letters

FBT Employee Contribution Set Off Confirmation Letter Production Letters

FBT Employee Contribution Set Off Request Letter Production Letters

FBT – Client Information Gathering Letter Production Letters

FBT – Client Information Gathering Questionnaire Production Forms

Family Trust Election Resolution Production Forms

Financial Statement Analysis Workpapers Production Workpapers

Fixed Assets Register Production Forms

Forced Sale of Livestock – Inclusion of Deferred Profit Production Forms





Forced Sale of Livestock – Deferral of Profit Production Forms

Forced Sale of Livestock – Replacement Stock Production Forms

GST - Margin Scheme Electronic Workpapers Production Workpapers

GST – Instalment Notice Letter Production Letters

GST - Property Sale and Purchase Checklist Production Checklists

HELP Contribution Statement Covering Letter Production Letters

IAS Covering Letter Production Letters

IAS Client Information Gathering Letter Production Letters

Income Tax Assessments and Other Statutory Notices Production Procedures

Job Budget and Fixed Price Agreement Smart Workpapers Production Workpapers

Loan Repayment Calculator Smart Workpapers Production Workpapers

Letter Recommending Business Structure Production Letters

New Client Information – All Entities Production Forms

Non Share Capital Account Production Forms

Non-commercial Losses Checklist Production Checklists

Notes for Persons Signing Income Tax Returns Production Letters

PAYG – Annual Instalment Notice Letter Production Letters

PAYG - Change of Instalment Cycle Letter Production Letters

PAYG - Instalment No Longer Required Production Letters

PAYG – Instalment Notice Letter Production Letters

PAYG – Quarterly Instalment Notice Letter Production Letters

PAYG – Revised Instalment Notice Letter Production Letters

PAYG – Revised Instalment Rate Letter Production Letters

PAYG - Withholding Cancellation Notice Letter Production Letters

PAYG - Withholding Registration Notice Letter Production Letters

PAYG - Withholding Summary Penalty Letter Production Letters

Partnership Distribution Statement Production Forms

Partnership Salary Registration Production Forms

Personal ITR - Checklist Production Checklists

Personal ITR - Deceased Estates Checklist Production Checklists

Personal ITR - Smart Workpapers Production Workpapers

Personal ITR - Statement of Account Letter Production Letters

Personal ITR - Year End Questionnaire Production Forms

Personal ITR - Amended Assessment Production Letters





Personal ITR - Assessment Letter Production Letters

Personal ITR - Covering Letter Production Letters

Personal ITR - Late Lodgement Penalty Production Letters

Personal ITR - Late Payment Penalty Production Letters

Personal ITR - Multiple Assessment Notices Letter Production Letters

Personal ITR - Refund of Overpaid Tax Production Letters

Personal Services Income Checklist Production Checklists

Primary Production – Smart Workpapers Production Workpapers

Primary Production - Year End Questionnaire Production Forms

Privacy Procedure Production Procedures

Purchase of a Business Checklist Production Checklists

Purchase of Real Property Checklist Production Checklists

Removing a Member from a Self Managed Superannuation Fund Production Procedures

Rental Property Checklist Production Checklists

Request for Return of Signed Documents Production Letters

Review of Investment Strategy Minute Production Forms

Rollover of Depreciating Assets Election Production Forms

Rollover of Trading Stock Election Production Forms

SMSF - ABN & TFN Notification Letter Production Letters

SMSF - ABN & TFN Application - Covering Letter Production Letters

SMSF - Acceptance of Lump Sum Payment Minute Production Forms

SMSF - Adding a Member Client Disclosure Production Forms

SMSF - Annual General Meeting Minutes Production Forms

SMSF – Audit Program Smart Workpapers Production Workpapers

SMSF - Audit Smart Workpapers Production Workpapers

SMSF - Employer Contribution Form Production Forms

SMSF - Letter to Retiring Member Production Letters

SMSF - Lump Sum Benefit - Member Letter Production Letters

SMSF - Lump Sum Payment Acceptance Minute Production Forms

SMSF – New Member Acceptance Minute Production Forms

SMSF - New Member Document Set Production Forms

SMSF – Outward Rollover Acceptance Minute Production Forms

SMSF - Pension Establishment Covering Letter Production Letters

SMSF – Payment to Retiring Member Letter Production Letters





SMSF - Register of Trustees Production Forms

SMSF - Removing a Member - Client Disclosure Production Forms

SMSF - Removing a Member - Letter to Trustees Production Letters

SMSF – Resignation Letter Production Letters

SMSF – Resignation Minute Production Forms

SMSF - Rollover Benefits Letter Production Letters

SMSF - Rollover to New Fund Letter Production Letters

SMSF - Section 126K Declaration - Not a Disqualified Person Production Forms

SMSF - Section 290-170 Notification - Fund Acknowledgement Production Forms

SMSF – Super Fund Audit Representation Letter Production Letters

SMSF - Trust Deed Amendment Letter Production Letters

SMSF – Smart Workpapers Production Workpapers

SMSF - Year End Checklist Production Checklists

SMSF - Year End Compliance Production Procedures

SMSF - Year End Covering Letter Production Letters

SMSF - Year End Questionnaire Production Forms

SMSF – Audit Bank Confirmation Request Production Letters

SMSF – Audit Benefits Paid Confirmation Letter and Form Production Letters

SMSF – Audit Confirmation Request Letter and Authority Production Letters

SMSF – Audit Engagement Letter Production Letters

SMSF – Audit Ethical Clearance on Acceptance of Engagement Letter Production Letters

SMSF – Audit Ethical Clearance on Loss of Client Letter Production Letters

SMSF – Audit Investment Confirmation Request Letter Production Letters

SMSF – Audit Procedure Production Procedures

SMSF – Audit Strategy Letter Production Letters

SMSF – Audit Trustee Management Letter Production Letters

SMSF – Engagement Letter Production Letters

SMSF – Independent Auditor’s Report Production Forms

Salary Sacrifice – Checklist Production Checklists

Salary Sacrifice - Smart Workpapers Production Workpapers

Setting up a New Self Managed Superannuation Fund Production Procedures

Setting up a New Super Fund – Client Disclosure Production Forms

Share Transfer Form Production Forms

Shareholder Distribution Statement Production Forms





Statement of Account Letter Production Letters

Sub-Trust Establishment Resolution Production Forms

Superstream Letter Production Letter

Tax - Engagement Letter Production Letters

Tax Facts and Figures Production Forms

Tax File Number Advice Letter Production Letters

Tax Planning - Business Clients Checklist Production Checklists

Tax Planning – Client Meeting Agenda Production Forms

Tax Planning – Client Newsletter Production Forms

Tax Planning – Income Tax Changes Reference Production Forms

Tax Planning – Review Letter for Business Clients Production Letters

Tax Planning – Recommendation Letter for Business Clients Production Letters

Tax Planning – Smart Workpapers Production Workpapers

Tax Planning – Individual Clients Checklist Production Checklists

Tax Planning – Review Letter for Individuals Production Letters

Tax Planning – Recommendation Letter for Individuals Production Letters

Tax Planning – Primary Production Questionnaire Production Forms

Tax Planning – Questionnaire Production Forms

Tax Planning – Procedure Production Procedures

Training – Individual Team Member Training Record Production Forms

Trust – Smart Workpapers Production Workpapers

Trust Characterisation of Income Minute Production Forms

Trust Characterisation of Income Resolution Production Forms

Trust Distribution Statement Production Forms

Trust Year End Distribution – Covering Letter Production Letters

Trust Year End Distribution Minute Production Forms

Trust Year End Distribution Resolution Production Forms

Types of Superannuation Funds and Their Features Production Forms

Withdrawal from the Primary Producer Averaging System Election Production Forms

Work Related Expense Claimers Letter Production Letters

Year End Questionnaire Covering Letter Production Letters

Your Guide to Buying a Business Production Forms

Your Guide to Buying a Business Covering Letter Production Letters

Acceptance of Resignation of Employment Letter Team Letters





Annual Leave Planner Team Forms

Applicant Rejection Letter Team Letters

Application for Employment Team Forms

Application for Leave Form Team Forms

Career Development Review - Action Form Team Forms

Career Development Review - Appraisal Form Team Forms

Career Development Review – Self-Appraisal Form Team Forms

Career Development Review – Checklist Team Checklists

Commencement and Induction Procedure Team Procedures

Conclusion of Employment Checklist Team Checklists

Conclusion of Employment Procedure Team Procedures

Confirmation of Employment Letter Team Letters

Confirmation of Service Letter Team Letters

Disciplinary Warning Letter Team Letters

During Employment Procedure Team Procedures

Employee Record Team Forms

Employment Induction Itinerary Team Forms

Employment Interview Questions Team Letters

Employment Interview Timetable Team Letters

Employment Reference Letter Team Letters

Exit Interview Questions Team Forms

Extension of Probationary Period Letter Team Letters

HR Policy – Business Overview and Values Team Forms

HR Policy – Computer, Email & Social Media Use Team Forms

HR Policy – Discipline and Dismissal Team Forms

HR Policy – Employee Leave Team Forms

HR Policy – Employee Payments and Benefits Team Forms

HR Policy – Equal Employment Opportunity, Anti-Discrimination Team Forms

HR Policy – General Employment Rules Team Forms

HR Policy – Induction, Probation Periods, Flexible Work Arrangements and Types

Team Forms

HR Policy – Internal Complaints and Grievance Policy Team Forms

HR Policy – Quality Systems and Maintenance Team Forms

HR Policy – Recruitment Team Forms

HR Policy – Template Team Forms





HR Policy – Termination and Redundancy Team Forms

HR Policy – Training and Development Team Forms

HR Policy – Use of Company Vehicles Team Forms

Induction Checklist Team Forms

New Team Member Booklet Team Forms

New Team Member IT Set-Up Details Team Forms

New or Change Team Member Details Team Forms

Offer of Employment Letter and Standard Terms and Conditions Team Letters

Personnel Records Checklist Team Checklists

Position Description – Accountant – Level 1-3 Team Forms

Position Description – Business Manager Team Forms

Position Description – Client Relationship Manager Team Forms

Position Description – Information Technology Manager Team Forms

Position Description – Partner, Director or Principal Team Forms

Position Description – Payroll Officer Team Forms

Position Description – Receptionist or Administration Officer Team Forms

Position Description – Senior Accountant Team Forms

Position Description – Template Team Forms

Probation Period Checklist Team Checklists

Recruitment Advertisement Team Forms

Recruitment Interview Checklist Team Checklists

Recruitment Procedure Team Procedures

Reference Check Form - Verbal Team Forms

Reference Check Letter Team Letters

Termination of Employment Letter Team Letters

WHS – Basic Life Support Flowchart Team Forms

WHS - Bomb Threat Checklist Team Checklists

WHS - Contractor and Visitor Induction Checklist Team Checklists

WHS – Electrical Equipment Register Team Forms

WHS – Emergency Action Guide Team Forms

WHS - Emergency Control Organisation Meeting Register Team Forms

WHS - Emergency Control Organisation Register Team Forms

WHS – Emergency Evacuation Plan Team Forms

WHS – Emergency Management Control and Evacuation Plan Team Forms





WHS - Fire and Evacuation Practice Register Team Forms

WHS - First Aid Kit Checklist Team Checklists

WHS - Hazard & Risk Identification and Control Form Team Forms

WHS - Hazard Register Team Forms

WHS - Health and Safety Committee Register Team Forms

WHS – Housekeeping Inspection Checklist Team Checklists

WHS – How We Do It Here Team Procedures

WHS – Incident Investigation Report Team Forms

WHS – Personal Threat Checklist and Action Guide Team Forms

WHS – Team Member Training Register Team Forms

WHS – Work Health & Safety Policy and Procedures Handbook Team Procedures

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Notes:

3 years of all workpapers and checklists are retained in the system to enable processing of prior year’s work

using the correct rates and legislation

Merge copies of all letters are included

Content is updated monthly in line with legislation changes and for efficient work practices

From time to time documents may be added or withdrawn
