Accountant Resources
Unlicensed Accountants
Version 2.0 -
Last updated: 17 Nov. 2022
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
| Document | Version | Type | Date |
|---|---|---|---|
| Unlicensed Letter Pack – Execution only (SMSF Set Up) | 4.0 | Tool | 1 Oct. 2018 |
| Unlicensed Letter Pack – Execution Only (SMSF Wind Up) | 4.0 | Tool | 1 Oct. 2018 |
| Unlicensed Letter Pack – Execution Only (Pension Commencement) | 5.0 | Tool | 17 Nov. 2022 |
| Unlicensed Letter Pack – Execution Only (Annual Pension Amount) | 4.0 | Tool | 4 Oct. 2018 |
| Unlicensed Letter Pack – Execution Only (Lump Sum Withdrawal) | 4.0 | Tool | 5 Oct. 2018 |
| Unlicensed Letter Pack – Execution Only (Death Benefit Nomination) | 4.0 | Tool | 6 Oct. 2018 |
| Unlicensed Letter Pack – Execution Only (SMSF Investment Strategy) | 5.0 | Tool | 7 Oct. 2018 |
| Unlicensed Letter Pack – Tax Advice (End Of Year Tax Planning) | 5.0 | Tool | 17 Nov. 2022 |
| Unlicensed Letter Pack – Tax Advice (Re-Contributions Strategy) | 4.0 | Tool | 9 Oct. 2018 |
| Unlicensed Letter Pack – Tax Advice (Tax Advice on Specific Financial Products) | 4.0 | Tool | 10 Oct. 2018 |
| Unlicensed Letter Pack – Engagement Letter (SMSF Compliance & Accounting) | 4.0 | Tool | 11 Oct. 2018 |
| Unlicensed Letter Pack – Execution Only (SMSF Rollover) | 1.0 | Tool | 17 Nov. 2022 |