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).

Downloads

Cheatsheet

Bulk Request Form

Workflow to request a stapled super fund


Info Session: Director IDs

Downloads

Apply for your Director ID

Demo – How to apply for your director ID:


Info Session: Single Touch Payroll Phase 2

Downloads

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

See what Profit First is all about - Download the First Chapter of the book behind the method.

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