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Managed Company Secretarial - ASIC Compliance - for Accountants & Lawyers

Are you an Accounting or a Law firm spending hours managing tedious compliance documents for your clients, when you could be better off spending your time giving advice instead? We believe that you’re not alone!

We offer a Concierge service to manage annual ASIC compliance for your customers. We take the pain away without you having to change how you engage with your customers.

How does the Managed Company Secretarial Concierge Service work?

As a first step, we import the companies you manage into our database. Then it's just a matter of letting us know when you require ASIC Compliance Company Secretarial changes. At renewal time, we will generate the Annual statements and send them to you or your customers on your behalf for approval before lodging with ASIC.

Best of all, you remain the registered agent with ASIC and we prepare documentation as if it were from you. Simple.

Please let us know your details below and our team will be in touch shortly.

ENQUIRE ABOUT MANAGED COMPANY SECRETARIAL OR REQUEST CHANGES

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How do I notify you of changes?

You simply email our Customer Service team and let us know the changes. We will then generate the ASIC forms and related documentation (including Minutes, consents, resignations etc) and send them to you, or directly to your customer if you so choose, for approval before lodging with ASIC.

How much does the ASIC Compliance Managed Company Secretarial Concierge Service cost?

That depends on how many companies you need us to manage. Typically, we find that our customers spend on average $6-12K/annum in licence fees and up to 2 man-hours on each company just for the annual statements alone. The cost to our customers, therefore, is typically between $120 and $150, per company, per year. We can reduce the cost to you substantially, and the best part is that you can get those hours back in your day which you can use to provide advisory services to your clients.

Simple Pricing* To Suit & Scale Every Firm

Managed Company Secretarial Subscription Australia

* Prices as listed is per company, per year, billed annually

Standard Compliance Package Inclusions

Up to 3 lodgements with a maximum of 10 changes on each lodgement for the most common changes including but not limited to change of address for the company or its officers and members, and share structure. We will also generate the annual statements as required by ASIC on your behalf. Please note that any lodgements requiring over 10 individual changes or beyond the 3 included lodgements will be charged at $88 each, inclusive of GST.

We're also happy to organise quarterly catch-ups with your team to ensure that we’re meeting your needs and for us to refine how we work together.

Unlimited Compliance Package Inclusions

Unlimited common changes including but not limited to change of address for the company or its officers and members, and share structure.

We're also happy to organise quarterly catch-ups with your team to ensure that we’re meeting your needs and for us to refine how we work together.

What changes are included in this service?

Generation and lodgement of the ASIC Annual Statement and the following standard ASIC changes:

  • Changes to company addresses
  • Appointment and cessation of company officeholders
  • Addition or removal of an ultimate holding company
  • Changes to the company’s share structure including new issues and transfers of shares
  • Changes to officeholder or member details such as names and addresses

What’s not included?

Anything that is outside of the above standard changes including but not limited to, name changes, deregistrations, reconstructions and share conversions/cancellations. These services are priced based on complexity.

Response Times

For ASIC Compliance Company Secretarial changes, we generally aim for changes to be prepared and documents sent out for approval and signing within 8 business hours.

On-boarding & Data Transfer

Upon signing up, we will setup your companies on our system, which will allow us to manage ASIC compliance for your customers. We will also work with you to setup processes around managing communications with your customers, and approval processes so that you are comfortable and retain the level of involvement and control you want.

For the basic data import service, we can generally have the current company data imported into our system same day and be ready to make changes. If you require full historical reconstructions, a once off fee would be incurred and we would need to quote based on the company’s history. 

Our Customer Service team will contact you if any further information is required. This is a one-off step and going forward, we can manage the changes and export the information to you if required.

Where do the ASIC communications go?

You will remain the registered ASIC agent and therefore the ASIC notifications will come to you. In most cases, we will also be able to download these notifications through our system so there's no need to forward them to us.

What else can you do for me?

We have a range of Company and Trust secretarial services above and beyond the changes included in your subscription. For details, please call our Customer Service team on (02) 9953 2399.

How can I access my data?

We may provide you with logins that you can use to view your data.

How do I renew my subscription?

Our Customer Service team will be in touch with you before your subscription expires to ensure that you can focus on your business and not on the paperwork.

Can I cancel my subscription?

While this is an annual subscription, you can call our Customer Service team and cancel your subscription at any time. We will then be able to export all your documents in PDF and send them over to you. We can also export any changes made while using our service into certain file types reading for import into different compliance software. This would need to be discussed at the time of cancellation. If we have any printed documents on file, we can arrange delivery of those to your offices. Please note that we cannot provide any pro-rata refunds as this is an annual fee.

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