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Client / Agent Linking: An ATO How-To Guide

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Client / Agent Linking: An ATO How-To Guide to Set Up

Recently, the ATO has introduced a new process for linking clients with agents. The agent-client linking process has been developed to ensure secure and streamlined interaction between tax agents and businesses. Businesses and self-managed super funds can use the ATO's online services to nominate an agent. The following steps are for clients who need to nominate an agent.


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We're always here to help our clients. Contact us on 03 5911 7000 if you require assistance with your Client / Agent Linking.


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28 May

Payday Super Is Coming

WEBINAR // 28 May, 2026 - 12:30 - 1:15pm
From 1 July 2026, Australian employers must pay super on payday - not quarterly. Join us on Wednesday 28 May for a practical 45-minute briefing on what Payday Super actually requires, where the risks are for small businesses, and the steps you can take right now. Can’t make it live? Register anyway - all registrations will receive access to the recording to your inbox.


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20 May

Minimise Your Personal Tax: The Guide

Now's the time to review what strategies you can use to minimise your tax before 30 June.


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20 Apr

The Power of Tax Planning for Small Business

Tax planning is more than just a financial necessity—it's a strategic advantage for businesses of all sizes. By proactively managing your tax strategy, you can significantly reduce your liabilities, enhance cash flow, and ensure full compliance with ever-evolving tax regulations.


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