Why has the payment process changed?
These changes help us manage appointment demand, reduce delays, and keep turnaround times as fast as possible during our busiest period.

Why is there a booking fee?
The booking fee secures your time slot and covers the admin and preparation work completed before your appointment.

Is the booking fee refundable?
Booking fees are non-refundable. If you reschedule with more than 48 hours notice, the fee can be transferred once to your new appointment.

Why has Fee From Refund (FFR) been removed?
To reduce processing delays and simplify administration, we’re no longer offering this option.

Can I still submit my information online instead of booking an appointment?
Yes, online and email submissions are still available. Processing times will vary depending on the queue and the time of year.

How early should I book?
As early as you can, especially from June. Appointments fill quickly and we’d love to get you in without a long wait.

Online and email submissions are still available if you prefer not to book an appointment.

To help us manage workflow and turnaround times more fairly across everyone, online submissions now sit in one of three processing queues:

EXPRESS PROCESSING

• Full payment upfront
• Priority queue, faster turnaround

STANDARD PROCESSING

• Upfront payment required
• Standard queue, turnaround varies with demand

BACKLOG PROCESSING

• Lower priority during peak periods
• Used for incomplete information, delayed responses, or overflow during high-volume months

Turnaround times for online submissions will vary during peak periods depending on demand and capacity.

The ATO requires you to keep records for 5 years.
Individuals: Read more here

Small Businesses: Read more here

Your Asset records need to be kept for the life of the asset (i.e. rental property or shares), because you’ll need these when you sell. Read more here. 

ASIC requires companies to keep their records for 7 years. Read more here.

Fair Work requires you to keep employee records for 7 years. Read more here.

Find our Estate Planning checklist to download here.

Find our Letter of Engagement here download here.