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2020 Trustee Resolution Checklist - for each entity *

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This checklist must be reviewed and completed prior to the commencement of any work by Health & Life in relation to the entities we have sent for confirmation and completion. Completion of all items in the checklist will assist us in preparing estimates for your Trustee Resolutions in a timely and cost-effective manner. Skipping questions will result in extra costs and a delay on the annual accounts as Health and Life will be required to prepare a Request for Further Information.

01. It is very important that all requested information is issued to Health and Life at the same time. For more information about this and our current terms of engagement see Health & Life website. Should you proceed further, you understand that you accept the terms and conditions of our engagement. If you do not accept our terms and conditions of our engagement, please call our office on (08) 8415 5400 or 1800 077 222

I accept

I don't accept

02. Have you previously attached a signed Legal & Tax Structure while completing this 2020 Trustee Resolution Checklist form?

Yes

No

03. Attached to the email you received with this form link is your current legal and tax structure. Please confirm that the details are correct and attach a signed copy.

04. What accounting software does your practice use?

This form will collect and submit data for all your entities to us. This form is required to be submitted for each entity. You will not be required to re-upload information, e.g. a signed Legal & Tax Structure. Once you have completed this form for one type of entity e.g. a Medical Partnership and hit submit, you will then be prompted to click the link again to complete your next entity e.g. a Service Trust. Once you have provided information for all entities on your Legal & Tax Structure requiring a Trustee Resolution, we will then start working on your file.

Continue

05. Please choose the first type of entity that you would like to complete the Trustee Resolution Checklist for. A reminder that you will be completing this process for each entity. *

Service Entity e.g. Service Trust

Property Entity e.g. Property Trust

Registrar Entity e.g. Medical Partnership

Company e.g. Medical Company and/or Corporate Beneficiary

Family Trust with/without Individuals (e.g. Sole Trader) and/or Individual Beneficiaries and/or Children

Other

06.
Please provide the name of the Service Trust you are submitting a 2020 Trustee Resolution Checklist for. See your Legal & Tax Structure we emailed to you if you are not clear on the name of the entity.

07.
Please provide the name of the Registrar Entity you are submitting a 2020 Trustee Resolution Checklist for.
See your Legal & Tax Structure we emailed to you if you are not clear on the name of the entity.

08.
Please provide the name of the Property Entity you are submitting a 2020 Trustee Resolution Checklist for.
See your Legal & Tax Structure we emailed to you if you are not clear on the name of the entity.

09.

Please provide the name of the Company you are submitting a 2020 Trustee Resolution Checklist for.

See your Legal & Tax Structure we emailed to you if you are not clear on the name of the entity.

10.

Please provide the name of the Family Trust you are submitting a 2020 Trustee Resolution Checklist for.

See your Legal & Tax Structure we emailed to you if you are not clear on the name of the entity.

11.

Please provide the name of the [pipe:10] you are submitting a 2020 Trustee Resolution Checklist for.

See your Legal & Tax Structure we emailed to you if you are not clear on the name of the entity.

12. Are your [pipe:8] Data Files for the Service Trust larger than 10 MB?

Yes

No

Don't Know

13. Are your [pipe:8] Data Files for the [pipe:10] larger than 10 MB?

Yes

No

Don't Know

14. Attach your latest [pipe:8] Service Trust Data File (reconciled to 31st May 2020)

15.

Attach your latest [pipe:8] [pipe:10] Data File (reconciled to 31st May 2020)

16.

Provide a link to your [pipe:8] Data Files for the Service Trust (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

17.

Provide a link to your [pipe:8] Data Files for the [pipe:10] (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

18.
Attach your Latest DPC Files complete to 31st May 2020 (x4 USR files)

Please ensure you back up your Doctors Pay Calculator. If a new version upgrade is available we will let you know. It is important you have the most current version which is v.11.25. You can you do this for free by watching the following videos. Alternatively, we can do this for you at our standard hourly rates.

DPC End of Year Back Up
https://www.youtube.com/watch?v=85UFi12MBek

DPCvX Update: Importing current year files
https://www.youtube.com/watch?v=QhFeGRsMcMg

See our private client media section for more information about DPC and other interesting information:
https://www.youtube.com/channel/UC5IPc0kpTL0FsTjx5rQ0XvQ

Start Attaching

18.a

Are your individual DPC Files larger than 10 MB? If so, please skip to inserting a link where we can access the files.

Yes

No

Don't know

18.b
Please copy and paste the link where we can access your DPC files. e.g. Wrike, WeTransfer, DropBox, Google Drive.

18.c
Upload Practice Details DPC file

18.d

Upload Doctors Register DPC File

18.e
Upload Net Billings DPC File

18.f
Upload Service Fees DPC File

19.
Are your [pipe:8] Data Files for the Billings Trust larger than 10 MB?

Yes

No

Don't know

20.

Attach your latest [pipe:8] Data Files for the Billings Trust (reconciled to 31st May 2020)

21.

Provide a link to your [pipe:8] Data Files for the Billings Trust (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

22.
Are your [pipe:8] Data Files for the Registrar Entity larger than 10 MB?

Yes

No

Don't know

23.
Attach your latest [pipe:8] Data Files for the Registrar Entity (reconciled to 31st May 2020)

24.

Provide a link to your [pipe:8] Data Files for the Registrar Entity (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

25.
Are your [pipe:8] Data Files for the Property Entity larger than 10 MB?

Yes

No

Don't know

26.
Attach your latest [pipe:8] Data Files for the Property Entity (reconciled to 31st May 2020)

27.

Provide a link to your [pipe:8] Data Files for the Property Entity (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

28.
Are your [pipe:8] Data Files for the Company larger than 10 MB?

Yes

No

Don't know

29.
Attach your latest [pipe:8] Data Files for the Company (reconciled to 31st May 2020)

30.

Provide a link to your [pipe:8] Data Files for the Company (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

31.
Are your [pipe:8] Data Files for the Family Trust larger than 10 MB?

Yes

No

Don't know

32.
Attach your latest [pipe:8] Data Files for the Family Trust (reconciled to 31st May 2019)

33.

Provide a link to your [pipe:8] Data Files for the Family Trust (reconciled to 31st May 2020)

e.g. Wrike, WeTransfer, DropBox or Google Drive.

" C

Latest reconciled bank statements or statement of balances for all Bank Accounts in the Service Trust and Billings Trust with your [pipe:8]software (reconciled to 31st May 2020)

IMPORTANT – A bank reconciliation must be performed on the last day of the month, even if your bank statement does not end on this date.

Let's Get Started

" D

Latest reconciled bank statements or statement of balances for all Bank Accounts in the [pipe:10] with your [pipe:8] software (reconciled to 31st May 2020)
IMPORTANT – A bank reconciliation must be performed on the last day of the month, even if your bank statement does not end on this date.

Let's Get Started

" E

Latest reconciled bank statements or statement of balances for all Bank Accounts in the Registrar Entity with your [pipe:8] software (reconciled to 31st May 2020)

IMPORTANT – A bank reconciliation must be performed on the last day of the month, even if your bank statement does not end on this date

Let's Get Started

"F

Latest reconciled bank statements or statement of balances for all Bank Accounts in the Property Entity with your [pipe:8] software (reconciled to 31st May 2020)

IMPORTANT – A bank reconciliation must be performed on the last day of the month, even if your bank statement does not end on this date.

Let's Get Started

"G

Latest reconciled bank statements or statement of balances for all Bank Accounts in the Company with your [pipe:8] software (reconciled to 31st May 2020)

IMPORTANT – A bank reconciliation must be performed on the last day of the month, even if your bank statement does not end on this date.

Let's Get Started

" H

Latest reconciled bank statements or statement of balances for all Bank Accounts in the Family Trust with your [pipe:8] software (reconciled to 31st May 2020)

IMPORTANT – A bank reconciliation must be performed on the last day of the month, even if your bank statement does not end on this date.

Let's Get Started

34.
How many Bank Accounts are registered under the Service Trust and Billings Trust?

35.

How many Bank Accounts are registered under the Registrar Entity?

36.
How many Bank Accounts are registered under the Property Entity?

37.
How many Bank Accounts are registered under the Company?

38.

How many Bank Accounts are registered under the Family Trust?

39.

How many Bank Accounts are registered under the [pipe:10]?

40.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

40.a
Bank Account (1)

41.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

41.a

Bank Account (1)

42.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

42.a
Bank Account (1)

43.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

43.a
Bank Account (1)

44.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

44.a
Bank Account (1)

45.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

45.a
Bank Account (1)

46.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

46.a
Bank Account (1)

46.b
Bank Account (2)

47.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

47.a
Bank Account (1)

47.b
Bank Account (2)

48.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

48.a
Bank Account (1)

48.b
Bank Account (2)

49.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

49.a
Bank Account (1)

49.b
Bank Account (2)

50.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

50.a
Bank Account (1)

50.b
Bank Account (2)

51.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

51.a
Bank Account (1)

51.b
Bank Account (2)

52.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

52.a
Bank Account (1)

52.b
Bank Account (2)

52.c
Bank Account (3)

53.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

53.a
Bank Account (1)

53.b
Bank Account (2)

53.c
Bank Account (3)

54.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

54.a
Bank Account (1)

54.b
Bank Account (2)

54.c
Bank Account (3)

55.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

55.a
Bank Account (1)

55.b
Bank Account (2)

55.c
Bank Account (3)

55.d
Bank Account (4)

56.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

56.a
Bank Account (1)

56.b
Bank Account (2)

56.c
Bank Account (3)

56.d
Bank Account (4)

57.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

57.a
Bank Account (1)

57.b
Bank Account (2)

57.c
Bank Account (3)

57.d
Bank Account (4)

57.e
Bank Account (5)

58.

Great! Please attach [pipe:64] bank statements or statement of balances.

e.g. CSV or electronic download

Continue

58.a
Bank Account (1)

58.b
Bank Account (2)

58.c
Bank Account (3)

58.d
Bank Account (4)

58.e
Bank Account (5)

58.f
Bank Account (6)

59.
Did the Service Trust have any Priority Distributions for the financial year ended 30 June 2020 (Including managing director fees, adjustment for Doctor’s holidays and/or grant income allocation)

Yes

No

60.
Did the [pipe:10] have any Priority Distributions for the financial year ended 30 June 2020 (Including managing director fees, adjustment for Doctor’s holidays and/or grant income allocation)

yes

No

61.
Did the Registrar Entity have any Priority Distributions for the financial year ended 30 June 2020 (Including managing director fees, adjustment for Doctor’s holidays and/or grant income allocation)

Yes

No

62.
Did the Property Entity have any Priority Distributions for the financial year ended 30 June 2020 (Including managing director fees, adjustment for Doctor’s holidays and/or grant income allocation)

Yes

No

63.
Did the Company have any Priority Distributions for the financial year ended 30 June 2020 (Including managing director fees, adjustment for Doctor’s holidays and/or grant income allocation)

Yes

No

64.
Please provide the written details of any Service Trust Priority Distributions and/ or attach the documentation below.

Continue

64.a
We encourage you to give as much written detail about the priority distributions as well as the supporting documentation.

64.b

If you have more than three files to upload, insert a link where we can access these files. If not, please attach the files directly below.

64.c

e.g. a PDF, Excel or Word file

64.d

e.g. a PDF, Excel or Word file

64.e

e.g. a PDF, Excel or Word file

65.
Please provide the written details of any [pipe:10] Priority Distributions and/or attach the documentation below.

Continue

65.a
We encourage you to give as much written detail about the priority distributions as well as the supporting documentation.

65.b

If you have more than three files to upload, insert a link where we can access these files. If not, please attach the files directly below.

65.c

e.g. a PDF, Excel or Word file

65.d

e.g. a PDF, Excel or Word file

65.e

e.g. a PDF, Excel or Word file

66.

Please provide the written details of any Company Priority Distributions and/or attach the documentation below.

Continue

66.a
We encourage you to give as much written detail about the priority distributions as well as the supporting documentation.

66.b
If you have more than three files to upload, insert a link where we can access these files. If not, please attach the files directly below.

66.c
e.g. a PDF, Excel or Word file

66.d
e.g. a PDF, Excel or Word file

66.e
e.g. a PDF, Excel or Word file

67.

Please provide the written details of any Property Entity Priority Distributions and/or attach the documentation below.

Continue

67.a
We encourage you to give as much written detail about the priority distributions as well as the supporting documentation.

67.b
If you have more than three files to upload, insert a link where we can access these files. If not, please attach the files directly below.

67.c
e.g. a PDF, Excel or Word file

67.d
e.g. a PDF, Excel or Word file

67.e
e.g. a PDF, Excel or Word file

68.

Please provide the written details of any Registrar Entity Priority Distributions and/or attach the documentation below.

Continue

68.a

We encourage you to give as much written detail about the priority distributions as well as the supporting documentation.

68.b
If you have more than three files to upload, insert a link where we can access these files. If not, please attach the files directly below.

68.c
e.g. a PDF, Excel or Word file

68.d
e.g. a PDF, Excel or Word file

68.e
e.g. a PDF, Excel or Word file

69.
Alright! How many individual beneficiaries may be entitled to a distribution? See your Legal & Tax Structure again if you are not clear. Please provide the information as requested below and/or attach a link to where we can access these files below.

70.
Name of the individual

71

1. [pipe:172]

Continue

71a
1.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

71.b
1.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/disability pension)

71.c
1.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

71.d
1.4Any other written details about [pipe:172]

72.

Provide the names of each individual below

Continue

72.a

Individual 1

72b

Individual 2

73.

1. [pipe:179]

Continue

73.a

1.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

73.b

1.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/disability pension)

73.c

1.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

73.d

1.4 Any other written details about [pipe:179]

74.

2. [pipe:180]

Continue

74.a
2.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

74.b
2.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/ disability pension)

74.c
2.3 Estimated work related and/or investment expenses for the financial year ending 30 June 2020

74.d

2.4 Any other written details about [pipe:180]?

75.

Provide the names of the individuals

Continue

75.a
Individual 1

75.b
Individual 2

75.c
Individual 3

76.

1. [pipe:179]

Continue

76.a
1.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

76.b
1.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/disability pension)

76.c

1.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

76.d
1.4 Any other written details about [pipe:179]

77.

2. [pipe:180]

Continue

77.a

2.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

77.b
2.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/ disability pension)

77.c
2.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

77.d
2.4 Any other written details about [pipe:180]?

78.

3. [pipe:194]

Continue

78.a
3.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

78.b
3.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/disability pension)

78.c

3.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

78.d
3.4 Any other written details about [pipe:194]

79.

Provide the names of the individuals

Continue

79.a
Individual 1

79.b
Individual 2

79.c
Individual 3

79.d
Individual 4

80.

1. [pipe:211]

Continue

80.a
1.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

80.b
1.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/disability pension)

80.c
1.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

80.d
1.4 Any other written details about [pipe:211]?

81.

2.1 [pipe:212]

Continue

81.a
2.1 Estimates of their 2010- 20 Wages and Salaries and/or Sole Trader Income

81.b
2.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/ disability pension)

81.c
2.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

81.d
2.4 Any other written details about [pipe:212]?

82.

3. [pipe:213]

Continue

82.a
3.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income.

82.b
3.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/disability pension)

82.c
3.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

82.d
3.4 Any other written details about [pipe:213]?

83.

4. [pipe:214]

Continue

83.a
4.1 Estimates of their 2019 - 20 Wages and Salaries and/or Sole Trader Income

83.b
4.2 Estimated investment income (e.g. trust distributions, dividends and associated franking credits, any managed fund distributions) and/or
any other income or social security payments (e.g. student Austudy payments) and/or
any pensions (e.g. aged/ disability pension)

83.c
4.3 Estimated work-related and/or investment expenses for the financial year ending 30 June 2020

83.d
4.4 Any other written details about [pipe:214]?

84.

Please provide a link to where we can access any other relevant Family Trust information.

85.

Nearly There! Please complete a final check to ensure you haven't missed anything.

Continue

85.a
Please let us know if there is anything else that we should be aware of.

85.b

Ensure all supporting documentation is attached. If you have missed anything, please use this chance to attach it now.

85.c
Should there be more files that you wish to send through to us, please provide the link here?

86.

Final Details!

Let's Go!

86.a
*

86.b
Completed by
*

86.c

Email Address for Signature

Please enter your email address below. You will shortly receive an email to confirm we have received the information in this checklist and requesting your signature. Each time you submit a checklist for an entity you will be asked to sign a new document. Please sign each email PDF for each entity you submit. We can only commence working on your file when ALL entities information and signatures have been submitted to us.

*

86.d

Please confirm and review the information above. Clicking the "Submit" button below will send the information to Health & Life.

Submit

Thanks for providing the information [pipe:242]. We've got that!

You will receive an email from us shortly for signature.

If you have another entity, please click the below button.

If you have any questions in relation to the Trustee Resolution Checklist, please do not hesitate to contact us on (08) 8415 5400.

http://www.healthandlife.com.au/

Submit Another Entity