Please complete the form below to register as an Accountant, Tax Agent or Advisor. Once registered, you can then LOGIN (top right-hand corner) to ADD FUND (your SMSF clients).

Click Here for Checklist of documents required for the audit.

Templates -To assist in completeing your working papers, there are 77 Templates available for free on our Portal which can be tailored to suit your clients’ needs. On the Portal, select client and go to Template icon on the menu, download and amend the templates as required.

Statutory Documents -You may also use the Portal to order statutory documents such as Actuarial Certificate, Amendment to Trust Deed, Start a Pension, Company Set up etc, all at discounted prices.