Accountant’s Letter Toolkit

To assist members manage requests from lenders for client’s financial data for lender’s credit assessments, CA ANZ, CPA Australia and the IPA have jointly issued a toolkit to provide information and resources to members. This toolkit includes letter templates, working paper file checklists, financial templates and client information fact sheets for information that can be provided to lenders under specific circumstances and conditions.

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May 2023

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Toolkit Toolkit

5.22 mb

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May 2023

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Member Exclusive