Curriculum
- 5 Sections
- 91 Lessons
- 10 Weeks
Expand all sectionsCollapse all sections
- 01 Sending of Welcome Email to Client (with attachments)6
- 02 Sending of Final Confirmation of Details11
- 2.11. Go to Dropbox:
- 2.22. Open the form and check if the information asked is complete (Note: Personal Details is very important)
- 2.33. Check the preferred company names sent by the client and check if they are available:
- 2.44. Once the preferred company name is available, update the (original) form of the client
- 2.55. Go to Dropbox:
- 2.66. Insert a screen shot or copy these parts of the company form to the email:
- 2.77. In the email, take note of the wordings/things to be checked before sending everything:
- 2.88. Email Subject: Final Confirmation of Details for your (Structure) ie, Company, Bucket Company
- 2.99. Email Recipients:
- 2.1010. Send and make sure it is recorded in InfusionSoft
- 2.11Video Training
- 03 Ordering a Company via ACIS58
- 3.11. Go to Dropbox and open the Form – Company Trust in the client’s folder
- 3.22. Go to client portal https://www.acis.net.au/public#/home
- 3.33. Click> My Orders>New Order>Companies
- 3.44. Choose company type> Pty Ltd (proprietary company limited shares)
- 3.55. Use ACN as company name> No
- 3.66. Proposed company name> copy from the form>check availability
- 3.77. Will this company trade under its name? Yes
- 3.88. Do you want to check that the name is TRULY available? No
- 3.99. State/Territory of registration (based on the Registered Home Address) > Copy from the form (the State where the client lives)
- 3.1010. Has the name been reserved with ASIC? No
- 3.1111. Is the company name a registered business name?No, if unsure, confirm with SP
- 3.1212. Is this a practice company? No
- 3.1313. Is the company a special purpose company? No
- 3.1414. Is the Company controlled by an Ultimate Holding Company? No
- 3.15NEXT>
- 3.1615. Occupier Name> Name of the client
- 3.1716. Care of> Name of the client (autopopulated)
- 3.1817. Shortcuts (base on home address)> Enter registered address copy form the form > Click SAVE
- 3.1918. Shortcuts> Enter registered address copy form the form > Click SAVE
- 3.20New Officer: (Please choose party roles): Director/Alternate Director/Secretary/Public Officer/Signatory/Chairman – Tick what is applicable, check the form
- 3.2119. Family Name> Copy from the form
- 3.2220. Given Names> Copy from the form
- 3.2321. Tax file number> Copy from the form (NOTE: The client has to provide his/her TFN)
- 3.2422. Email> Copy from the form
- 3.2523. Does this officer have former names? No
- 3.2624. Date of Birth> copy from the form
- 3.2725. Born in Australia> Copy from the form
- 3.2826. Shortcuts> Enter clients address> Copy from the form > Click SAVE
- 3.29Click + Officer > if there is an additional officer> Copy details form the form (Same process)
- 3.30New Member:
- 3.31A. If INDIVIDUAL:
- 3.32B. If COMPANY:
- 3.33C. If TRUST – DISCRETIONARY TRUST:
- 3.34D. If TRUST – UNIT TRUST:
- 3.35E. If TRUST – OTHERS/UNSPECIFIED: (Used for Foundation)
- 3.36F. If SUPERFUND:
- 3.37Share allocation:
- 3.38NEXT>
- 3.3993. Resolution type: Meeting if there are 2 Directors / Circular resolution if there is only 1 Director
- 3.40If MEETING (94. Shortcuts: enter registered address copy form the form)
- 3.41NEXT>
- 3.4295. Special delivery? Yes>
- 3.4396. Firm Name > Name of Company
- 3.4497. Contact Name > Name of client
- 3.4598. Shortcuts > Choose an address (click on the one indicated in the form) Use PO Box address if available.
- 3.4699. Special instructions: Please confirm via email prior to submitting. Do not send Invoice to client. Thanks.
- 3.47100. Common seal required? No
- 3.48101. Does each person to be appointed as director have their director ID? Yes Very Important:(The client should provide director’s ID before registering the company)
- 3.49Consent to Act (102. Tick on YES)
- 3.50103. Prepare the application for this entity? No
- 3.51Attachments: (no attachment)
- 3.52104. Payment method: Invoice with product
- 3.53105. Order Reference: Leave it Blank
- 3.54106. Request order approval> No
- 3.55107. Correspondence contact: Choose your name
- 3.56108. Click>Save for Later
- 3.57109. Update spreadsheet in Dropbox> WealthSafe> Administration and Spreadsheet> Company Trust Tracking
- 3.58Video Training
- 04 Confirming a Company Order, Receiving Company Registered Docs and Sending Invoice to Accounts10
- 4.21. ACIS Staff will email the Company Order like this:
- 4.32. Make sure to save it first in InfusionSoft under the Client’s record.
- 4.4Video Training Part 1
- 4.53. Click on the link and it will open the Company Summary
- 4.64. Check all details with the form
- 4.75. Once confirmed that everything is all good, please respond with this email:
- 4.8Receiving Company Registered Documents from ACIS
- 4.9Sending Invoice to Accounts
- 4.10IMPORTANT NOTES:
- 4.11Video Training Part 2
- 05 Sending Registered Company Documents to Client (for Standalone or Bucket Company only)After ABR Registration/s, Sending Registered Company Documents to the client :6
- 5.11. Go to Dropbox:
- 5.22. In the Email, attach the following documents:
- 5.33. Send it to the following:
- 5.44. Send and make sure it is recorded in InfusionSoft under the Client’s Record.
- 5.55. Update spreadsheet in Dropbox> WealthSafe> Administration and spreadsheet> company trust tracking (and check YES for all)
- 5.6Video Training