Existing clients
The practical things in one place: how to send us documents, how to pay, and the dates that matter this year. If you cannot find what you need, call the office on (02) 8848 3000.
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We use a secure client portal for sharing documents and signing. You will receive an email invitation from the firm when there is something to upload or sign; there is nothing to install. If you would rather drop documents into the office, we are at Suite 103, 2-8 Brookhollow Ave, Norwest, Monday to Friday. Please do not email tax file numbers or bank details.
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Every invoice we send includes a Pay Now link for card or direct debit through FeeSynergy, and our bank details for EFT. If you would like to spread fees across the year, ask us about a monthly payment plan. You can also pay online on our Payments page.
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Quarterly BAS: 28 October, 28 February, 28 April and 28 July (tax agent extensions usually apply). Individual and most entity tax returns lodged through us: 15 May, with earlier dates for some taxpayers. SMSF annual returns: 15 May for most funds, 28 February for newly registered funds. Superannuation guarantee: since 1 July 2026 (Payday Super), employers must pay super within 7 days of each payday, not quarterly. We will remind you ahead of each date, and the calendar on the ATO website has the full list.
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Moved house, changed your bank account, new director or a new business name? Email hello@atbusinessadvisors.com.au or call the office on (02) 8848 3000 and we will update the ATO, ASIC and our records in one go.
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Our old CCH portal has closed. Secure documents and signing now come to you by email invitation from our new system, so there is no separate login to remember. If you need something from the old portal, call us and we will send it to you.

