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Unlicensed Accountants

This bundle includes a suite of letter packs for accountants who are providing ‘execution only’ services to clients in an unlicensed capacity under Regulation 7.1.29, or as a registered tax agent.  Packs include:

  • An initial inquiry template/request for information from the client
  • A client letter confirming the service being provided, and that the service is being offered in an unlicensed capacity
  • Confirmation of execution letter (if appropriate)

 

Included documents

  • Unlicensed Letter Pack – Execution only (SMSF Set Up) Tool Ver. 4 - 01 Oct 2018
  • Unlicensed Letter Pack – Execution Only (SMSF Wind Up) Tool Ver. 4 - 01 Oct 2018
  • Unlicensed Letter Pack – Execution Only (Pension Commencement) Tool Ver. 4 - 03 Oct 2018
  • Unlicensed Letter Pack – Execution Only (Annual Pension Amount) Tool Ver. 4 - 04 Oct 2018
  • Unlicensed Letter Pack – Execution Only (Lump Sum Withdrawal) Tool Ver. 4 - 05 Oct 2018
  • Unlicensed Letter Pack – Execution Only (Death Benefit Nomination) Tool Ver. 4 - 06 Oct 2018
  • Unlicensed Letter Pack – Execution Only (SMSF Investment Strategy) Tool Ver. 5 - 07 Oct 2018
  • Unlicensed Letter Pack – Tax Advice (End Of Year Tax Planning) Tool Ver. 4 - 08 Oct 2018
  • Unlicensed Letter Pack – Tax Advice (Re-contributions Strategy Tool Ver. 4 - 09 Oct 2018
  • Unlicensed Letter Pack – Tax Advice (Tax Advice on Specific Financial Products) Tool Ver. 4 - 10 Oct 2018
  • Unlicensed Letter Pack – Engagement Letter (SMSF Compliance & Accounting) Tool Ver. 4 - 11 Oct 2018
Price
$950.00
+GST
: $95.00
TOTAL
: $1,045.00

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