Client Resources

Below are some resources for our current clients and potential clients.

Information For Clients Factsheet- This document describes your obligations as clients and our requirements as your tax agent. Please download and read for your understanding prior to engagement with us.

Proof Of Identity Checks For Client Verification- We are required to conduct a proof of identity check when engaging new and existing clients to verify your identity. The information we require is indicated in the Proof Of Identity Checks For Client Verification document, please download and read to prepare for your tax consultation.

How To Nominate An Agent In Online Services For Business- New client entities are required to nominate us as your tax agent via the ATO's Online Services for Business. Please download and follow the instructions to nominate us as your tax agent.

Apply For Your Director ID Online- Persons who wish to be appointed as a director of a company need to apply for a Director ID number. Please download the instructions and follow the steps. Before we can proceed with the appointment of directorship.