It's lodgement season. Good luck with your clients, and we'll see you in November.

SOLO Together

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Compliance self-check for one-person practices

Tick each item that is already in place. Your score updates as you go, and each unticked item shows a short tip.

I know whether any of my services are designated services under the AML/CTF reforms that apply to accountants from 1 July 2026.Check the AUSTRAC guidance for accountants, or ask colleagues at our next networking evening.If I provide designated services, I have enrolled with AUSTRAC.Enrolment is the first step once you provide designated services.I have a written AML/CTF program, including how I identify and verify clients.Our members share a program template and training.I have checked my practice against the current TPB Code of Professional Conduct obligations.The TPB has expanded the Code. A peer review can spot gaps quickly.I have a written process for identifying and managing conflicts of interest.A one-page conflicts register is a good start.Client TFNs and records are stored securely and I know the TFN Rule requirements.The TFN Rule applies whatever your turnover.I have a data breach response plan.Know who you would call and what you would tell clients, before it happens.My professional indemnity insurance is current and meets my registration requirements.Group PI scheme access is part of Professional membership.I am on track with my CPD hours for this year.Professional membership includes about 20 CPD hours.Someone can look after my clients if I am sick or on leave.Our leave cover roster pairs members who can back each other up.

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SOLO Together is a members' association. It does not provide tax agent, BAS agent, financial product advice or credit services. Members provide their services under their own registration, licence and professional indemnity insurance.

We acknowledge the Traditional Custodians of the lands across Queensland where our members live and work, and pay our respects to Elders past and present.

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