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Future Talent Toolkit
This toolkit provides small to medium accounting practices (SMP member organisations) with high-level guidance to attract, select, develop and retain early-stage talent...
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Q&A: Audit manual
This technical Q&A answers: Where can I find an audit manual?...
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Dispute Prevention, Management and Resolution Toolkit
A toolkit to assist members build and maintain mutually beneficial client relationships...
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Trusted Advisers in the CDR
This fact sheet provides an overview of what defines consumer data right and who a trusted adviser is, identifies the key participants and equips you with what to expect from a nomination...
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How SMEs can create a more sustainable world: Playbook
A playbook for accountants in practice and finance teams in small and medium-sized organisations seeking to take sustainable action. A separate shorter guide is also available summarising key insights...
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Addendum to the Engagement Letter Tool (Australia): Valuation Services
A toolkit containing sample tailored engagement letter clauses for a valuation engagement conducted in accordance with APES 225, designed to be applied in conjunction with CA ANZ's Engagement Letter...
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Valuation report template (Australia)
This report template is designed to guide members when preparing a valuation report in accordance with APES 225 Valuation Services...
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Help Sheet: Fees, Invoices and Disputes
Help Sheet to assist members resident in New Zealand to understand professional expectations regarding fee setting, collections and disputes with clients...
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Help Sheet: Books and Records
Help Sheet to assist members in New Zealand with three aspects of books and records: ownership; possession (including possessory liens); and disclosure...
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Insolvency Reforms to Support Small Business – Who can be a restructuring practitioner?
Helpsheet explaining who can be, and how to become, a Small Business Restructuring Practitioner...
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Practice Transformation Action Plan
These extraordinary circumstances offer small- and medium-sized practices (SMPs) significant opportunities to adapt and service a rapidly changing world. IFAC has developed thought leadership on...
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Business unusual: Business continuity playbook
The Business Continuity Playbook provides guidance for organisations, navigating significant disruptions, emphasising resilience and recovery strategies. Included in the playbook are recommendations...
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Tips for Australian accounting practices on billing clients through the coronavirus landscape
This helpsheet discusses how an accounting practice could set a billing structure that will get them and their clients through the COVID-19 crisis and is sustainable for the foreseeable future. The...
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Q&A: How do I maintain client confidentiality and other professional obligations when setting up a virtual accounting practice?
This helpsheet highlights key professional obligations, some tips to manage these and resources you may find useful in the transition to a remote/virtual office, whether it be to adapt to the COVID-19...
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Q&A: Where can I find a sample practice management guide (New Zealand)?
The Q & A provides links to where members can find a sample practice management guide, through the IFAC Practice Management Guide available on the CA ANZ website and the CA ANZ Quality Management Tool...