Resource Library

Info Session: TPB Proof of Identity Requirements

Tax practitioners will soon be required to sight two separate proof of identity documents when onboarding new clients as the Tax Office and the Tax Practitioners Board release new client verification standards aimed at combating identity fraud.

Info Session: Stapling Super

From 1 November 2021, employees will become ‘stapled’ to their existing super accounts. This means that when a new employee doesn’t choose a super fund, their employer must pay super contributions into their existing account (stapled fund).



Bulk Request Form

Workflow to request a stapled super fund

Info Session: Director IDs


Apply for your Director ID

Demo – How to apply for your director ID:

Info Session: Single Touch Payroll Phase 2


STP Employee Data Capture

STP Mapping

Info Session: Profit First in Changing & Challenging Times

Craig Minter on Profit First in Challenging Times. Contact Craig

Info Session: COVID-19 & Superannuation

Jake Taylor of JMT Wealth Management discusses the changes to Superannuation, the impact Coronavirus is having on investments, and financial planning for the future. Contact Jake

Info Session: Terms & Conditions of Contracts & COVID-19

Shalini Nandan-Singh of Legally Shalini shares the lowdown on Terms & Conditions, and how your Client Agreements can protect your business in the face of Coronavirus. Contact Shalini

JobKeeper Q&A Call – August 2020

Info Session: About the JobKeeper Subsidy

Angus Morrison is going through the new JobKeeper Subsidy. View more information about the JobSeeker Payment. Contact Angus

Job Keeper Q&A call – April 2020

COVID-19 Q&A Call – March 2020

JobKeeper Information from the ATO

Resources Referenced during the Q&A Call

Additional Resources

Government Fact Sheets and Resources

Profit First - The First Chapter

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