Resources | Whittle & Associates

HELPFUL RESOURCES

Client Portal & Troubleshooting

Our MYOB Client Portal gives you access to your tax documents 24/7 - you can get there by clicking this link. You can find a general FAQ guide here. Directions for setting up two-factor authentication on a new phone are here and below is a video introduction on how to use the MYOB Client Portal.

Tax Checklists

Our simple tax checklists make gathering your tax documents easy. Download the checklist you need to get started.

Personal Tax

Company Trust and Partnerships

Self-Managed Super Fund

Privacy Policy

Please click on the link below for further information on Whittle & Associates' Privacy Policy in response to the new updates to the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act) introduced on 1 July 2026.

AML/CTF Privacy Policy

Our Registrations

We are registered as Chartered Accountants Australia & New Zealand (CA ANZ), registered Tax Agents, and registered SMSF Auditors. We are members of the National Tax & Accountants’ Association (NTAA) and the SMSF Adviser Network (SAN). We are also authorised as Trust Account External Examiner for the Law Society of NSW.

As registered Tax Agents, we are required to make certain disclosures to existing and prospective clients under the Tax Agent Services Act 2009 (Code of Professional Conduct). The required disclosures can be viewed here.

Our Partners

We can assist you with accounting and payroll using MYOB, Xero, Reckon and Quickbooks. We use Class Super: specialised SMSF software for all our client superannuation funds.

Due to various legislative requirements and the professional standards of Chartered Accountants Australia and New Zealand, we are required to provide you with our terms and conditions. For a full summary applying to all work we undertake please click on the attached link here.