1 Shore Place, 25-31 Shore Street West, Cleveland QLD 4163
Add every entity/individual this engagement covers. Tick "Signatory" for anyone who needs to sign — a signature block will be added for them automatically.
Tick which entities a service applies to, then add it — one editable row is created per entity so prices/frequency can differ (e.g. EOY Compliance is often priced differently for a Company vs a Trust vs an Individual). All prices are GST-exclusive.
Tick "Included / bundled at no extra charge" on any service to show it as covered by another package (e.g. add Bookkeeping or BAS alongside Monthly Billing Inclusions and mark them included, so they're documented in the scope but don't add to the total).
Standard scope wording below is pulled from the service catalogue. Edit or extend it to tailor to this client's circumstances — this text appears in the final document under each service.
Terms & Conditions — the client ticks to confirm acceptance of the current Terms and Conditions, which is attached as a second document in the FuseSign envelope alongside this contract (rather than the full text being reproduced here). Reminder: when you build the FuseSign envelope, attach the current dated Terms and Conditions PDF as a second document — this is a manual step for now, this tool does not push to FuseSign directly. The website link below is kept as a convenience reference for the client's own records, alongside the attached copy.
Debit Order Approval — adds a short authorisation section to Approval & Signatures for clients paying by direct debit. Wording below is a starting point only; please review/finalise it against your actual Direct Debit Request terms before this goes to a client.
This reflects exactly what will print / export to PDF.