Document Library
ID | Title | Date | Categories | Link |
---|---|---|---|---|
3278 | Audit List of Essential Reports | 2024/11/28 | Client Documents | Download |
3268 | Client Newsletter: November 2024 | 2024/11/13 | Client Newsletters | Download |
3260 | Audit and Query Turnaround Timeframes | 2024/10/31 | Newsletter Articles | Download |
3258 | Disqualified Trustee | 2024/10/30 | Newsletter Articles | Download |
3270 | Client Newsletter: October 2024 | 2024/10/03 | Client Newsletters | Download |
3252 | Bank Statement cut off procedures and 30/06/2024 | 2024/10/02 | Newsletter Articles | Download |
3248 | Rental reduction related party required audit documentation | 2024/10/02 | Newsletter Articles | Download |
3245 | Audit Fee Tier application | 2024/10/02 | Newsletter Articles | Download |
3235 | Ask the Auditor – Webinar slides September 2024 | 2024/09/02 | Webinar slides | Download |
3229 | ATO Property Valuation Guidance Update FY2024 | 2024/07/31 | Newsletter Articles | Download |
3226 | Property Valuation Template 1 | 2024/07/31 | Client Templates | Download |
3223 | (Example) Minute Template 4: INVESTMENT IN RELATED UNIT TRUST WITH PROPERTY | 2024/07/26 | Client Templates | Download |
3221 | Australian Farmland Values 2024 | 2024/07/24 | Client Documents | Download |
3219 | Audit: List of Essential Documents | 2024/07/22 | Client Documents | Download |
3215 | Updates to our standard templates for FY2024 | 2024/07/15 | Newsletter Articles | Download |
3200 | Closely Held Investments | 2024/04/24 | Newsletter Articles | Download |
3198 | (Example) Minute Template – Closely held Unlisted Entity Market value | 2024/04/24 | Client Templates | Download |
3193 | Pre 99 Trust Declaration | 2024/04/22 | Client Templates | Download |
3191 | Criteria to determine related versus non-related trust | 2024/04/22 | Client Documents | Download |
3188 | Precious Metals: Trustee Declaration for Precious Metals | 2024/04/19 | Client Templates | Download |
3184 | Trustee Declaration – Confirming the investment is not a related party | 2024/04/08 | Client Documents | Download |
3180 | Related Parties | 2024/04/05 | Client Documents | Download |
3152 | Client Onboarding Checklist – Class | 2024/02/14 | Client Documents | Download |
3150 | Client Onboarding Checklist – BGL360 | 2024/02/14 | Client Documents | Download |
3148 | Workflow Process Update: Provision of requested documents | 2024/02/14 | Newsletter Articles | Download |
3135 | Client Satisfaction Survey Results & Audit Process Update | 2023/11/21 | Newsletter Articles | Download |
3128 | SMSF Wind-up: ATO Guidance & the Evolv audit approach | 2023/11/15 | Newsletter Articles | Download |
3121 | Wind up minutes updated | 2023/11/15 | Client Templates | Download |
3112 | ATO Property Valuation Guidance Update and our audit approach | 2023/09/28 | Newsletter Articles | Download |
3094 | (Example) Minute Template 3: RESIDENTIAL PROPERTY | 2023/09/28 | Client Templates | Download |
3092 | (Example) Minute Template 2: RURAL & COMMERCIAL PROPERTY | 2023/09/28 | Client Templates | Download |
3088 | (Example) Minute Template 1: ALL PROPERTY | 2023/09/28 | Client Templates | Download |
3066 | Work Test Declaration Template Example | 2023/08/01 | Client Templates | Download |
3065 | Borrowing Balance Confirmation at Year End | 2023/08/01 | Client Templates | Download |
3064 | Loan Investment Balance Confirmation at Year End | 2023/08/01 | Client Templates | Download |
3059 | Condition of Release Declaration | 2023/08/01 | Client Templates | Download |
3056 | SuperStream Update – Roll Over In | 2023/07/28 | Newsletter Articles | Download |
3054 | Superstream Audit Considerations | 2023/07/28 | Newsletter Articles | Download |
3052 | SuperStream Additional Information | 2023/07/28 | Newsletter Articles | Download |
3050 | Residential Property Valuation | 2023/07/28 | Newsletter Articles | Download |
3048 | Property Valuations and Regulation 8.02B of SISR | 2023/07/28 | Newsletter Articles | Download |
3046 | E-Signature Guidance | 2023/07/28 | Newsletter Articles | Download |
3044 | ATO Guidance and Commercial Property Valuations | 2023/07/28 | Newsletter Articles | Download |
3042 | Vacant Land Valuations | 2023/07/28 | Newsletter Articles | Download |
3040 | SuperStream Update – Roll Over Out | 2023/07/28 | Newsletter Articles | Download |
3039 | Farmland Valuations | 2023/07/27 | Newsletter Articles | Download |
2976 | Direct Debit form | 2022/11/30 | Client Templates | Download |