Getting Ahead of the Game  (download the full PowerPoint presentation here)

STEP 1

TAX AGENT SERVICES ACT 2009

STEP 2

Let People Know

STEP 3

Arrange PI Insurance

STEP 4

Certificate IV in Financial Services

STEP 5

Register as a BAS Agent

BAS AGENT

 

Decision & Action Tree

A series of guided questions to work you through your status and your actions

Sample Letters for you to provide to your clients
 

Clients 

There is a new law

Clients 

I will be a BAS Agent

Accountants 

The new law about Agents

Whether you are in or out!
 

Further details

Obtain a quote

Questions to ask

Skills Assessments

MYOB Approved Bookkeeper

      - Units of credit toward Cert IV

Guide to all Cert IV (Bookkeeping) Providers

You will find all the links and guides to register as a BAS Agent or to notify the Board you will be a Transitional BAS Agent here