0HPEHUVKLS%HQH¿WV*XLGH $XJXVW … · ICB offers a free service to sole traders, businesses and...
Transcript of 0HPEHUVKLS%HQH¿WV*XLGH $XJXVW … · ICB offers a free service to sole traders, businesses and...
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Membership Benefits Guide
The Institute of Certified Bookkeepers (ICB) is a community of bookkeepers improving the community of bookkeepers. The ICB Membership Benefits Guide provides a road map to understanding each of the benefits offered to our Members, along with guidelines on how to access them and apply them to your current bookkeeping practices. Use the checklist below to determine what benefits you are currently using, and what benefits you are yet to take advantage of!
What Members Benefits are you using?
Resources
Education and Training
CPE Register
Find a Bookkeeper
Support
Newsletters
Podcasts
eBriefs
Facebook Discussion and Support Group
News and Updates
Webinars
All rights reserved
No part of this guide may be reproduced or copied in any form or by any means (graphic, electronic or mechanical, including photocopying or by information retrieval systems) without permission in writing from the Institute of Certified Bookkeepers (ICB).
ICB may take legal action against a person who infringes on their copyright through unauthorised copying.
Copyright © 2017 Institute of Certified Bookkeepers Ltd
Network Meetings
Conferences
Workshops
Insurance for Bookkeepers
Professional Indemnity Insurance
HR Intermediary
BAS Agent Support
Endorsed Products and Solutions
Personalised ICB Products
ICBenefits
ICB Representation
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Table of Contents
Resources
Education and Training
CPE Register
Find a Bookkeeper
Support
Publications
ICB Community
News and Updates
Webinars
Network Meetings
Conferences
Workshops
Insurance for Bookkeepers
Professional Indemnity Insurance
HR Intermediary
BAS Agent Support
Endorsed Products and Solutions
Personalised Products
ICBenefits
Representation
Explaining ICB Membership
Using MyICB
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Resourceswww.icb.org.au/Resources
Practical, useable, everyday resources
ICB Members have unlimited access to an extensive knowledge base, information library, how to guides, checklists and templates.
BAS Agent providing services
§ Templates for a BAS Agent to use with their clients § Guidance on how to act as an agent § Templates for BAS Agents to use § Working with your clients as a competent BAS Agent
Being a BAS Agent provides systems and knowledge on how to become a BAS Agent, how to be a BAS Agent and how to comply with the obligations of being a BAS Agent.
§ Guidance on completing the TPB forms § Explanation of the Code of Conduct
Business Matters includes those items of knowledge and other areas a bookkeeper often becomes involved in providing to businesses that aren’t strictly bookkeeping but are about running a business.
End of Year covers all those areas of tax and compliance that are unique to end of year processes.
§ End of year Payroll, preparation and lodgement of Payment Summaries § TPAR Taxable Payment Annual Reports § Preparation of End of Year accounts and information for the business or the accountant
GST and BAS is the bookkeeping and knowledge to get GST correct and prepare and lodge the BAS (It is not about being a BAS Agent, as such although it covers work a BAS Agent may do).
Payroll provides knowledge on all areas a bookkeeper needs to think about when preparing or advising on Payroll.
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Software gets specific about how to use software.
§ Guidance on the respective Partner programs § Feature by feature comparison of product vs product § How to use software in different ways § How to get help on the software
Your Bookkeeping Business is a library of resources and information about being in the business of providing bookkeeping services.
Newsletters provides a central place for that item you just know you read in a newsletter sometime.
§ Provided both edition by edition § Also provides indexes of all editions so you can scan the contents quickly
Templates specifically designed by ICB to offer as guidelines for a range of bookkeeping processes, which can be adjusted to suit your business requirements.
Business Information Sheets are available for you to pass on to your clients and external partners. They provide concise and relevant information regarding a variety of business and bookkeeping matters.
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Cert IV in Bookkeeping
This qualification is now the benchmark formal qualification for professional bookkeepers. It’s also a requirement to be a BAS Agent.
Certificate IV Providers
§ Classroom Training § Online/Distance Training
Further Education and Supervision
Resources, links and opportunities for you to further develop your bookkeeping skills through accredited and/or non-accredited training.
Bookkeeper Skill Resources and Assessments
Gain ICB certification to assist in your promotion of your skills.
§ ICB Bookkeeping Knowledge Assessments § ICB Member Entry Assessments § Practical Bookkeeping Assessments § Annual Skill Review § Payment Summary Assessment § TPAR Skill Assessment § Payroll Assessment § HR Intermediary Assessment
Education and Trainingwww.icb.org.au/Professional-Development
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CPE Registerwww.icb.org.au/MyICB/CPE-Register
Keep a Compliant Record of all Your CPE Activities
All ICB Members (Affiliate and above) have access to the ICB Register, making it easy to keep track of your CPE hours and activities.
Features
§ Track structured and unstructured hours (unstructured being those derived from activities such as reading and listening)
§ Automatic recording of ICB events such as Network Meetings, Webinars and Conferences (once attendance has been confirmed)
§ Manually add activities such as newsletter reading or non-ICB events § Set CPE goals with the ability to specify target hours over the required period
of time i.e. BAS Agents would specify 45 hours over three years
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Find a Bookkeeperwww.icb.org.au/Find-a-Bookkeeper
For Members
Listing under ICB’s Find a Bookkeeper
ICB Members in Practice (Associate, Member and Fellow) can be listed on our Find a Bookkeeper webpage.
The directory is Australia wide and provides businesses with the ability to search for ICB members by location, software skills and other skills. To be listed under the directory you need to have the following completed:
§ Provide ICB with your current PI Insurance § Ensure your contact details are updated in your MyICB § Undertake assessments for the skills you wish to be listed under
How to be Listed under ICB’s Find a Bookkeeper
Step 1 - Update MyICB
§ In ‘Account Settings’ under MyICB, select ‘My Membership Details’ to update your contact details.
§ Select ‘My Practice Details’ to update your contact details and upload your logo (available to Member and Fellow only)
§ Select ‘My Practice Directory Details’ to set up what is shown on your listing
Step 2 - Register for the Skills Assessment(s)
§ Under MyICB select ‘Book Exam/Exam Results’ § Select the exams for the skills that you want to be listed under. Note: There is no
charge for the assessments and they should take from 5 - 30 minutes to complete § Click ‘Add to Basket’ then ‘Checkout’
Step 3 - Complete the Assessment(s)
§ Under MyICB select ‘Take a Pre-Booked Assessment’ § On the assessment you ordered, select ‘View’ and ‘Start’ to commence the assessment.
Note: You have 14 days to complete the assessment. The assessment must be completed within two hours and in one sitting.
§ Once you have successfully completed the assessment you will be automatically listed under that skill in Find a Bookkeeper
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For Businesses
Browse Directory for an ICB Member
Members listed in this directory have declared they are proficient in the skills they have elected. They hold a current Practising Certificate issued by ICB.
When searching for a bookkeeper please ensure they have the relevant skills and accreditation you seek. For example, if their role requires lodging your BAS or providing BAS services then they need to be a registered BAS Agent.
Add Your Vacancy
ICB offers a free service to sole traders, businesses and accounting practices, helping to match their requirements with the skills and availability of local, professional bookkeepers, whether on a full time bases or self employed. As the largest bookkeeping body in the world, ICB takes pride in being able to help small businesses find qualified bookkeeping professionals.
Search Current Job Vacancies
ICB Members can search for current job vacancies that are relevant to their skill level and in their local area.
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Supportwww.icb.org.au/Members/Support-For-Members
Support for all Bookkeepers provided by Bookkeepers
ICB is an organisation that is about Bookkeepers helping Bookkeepers helping Business.ICB also draws on a range of experts and expert organisations to provide specialist support.
Support can be obtained by:
Phone: 1300 85 61 81
Email: [email protected]
Forum: www.facebook.com/groups/ICBDiscussionandSupport
Attend a Network Meeting: www.icb.org.au/Networking
Website Resources: www.icb.org.au/Resources
Expert Relationships Provided by ICB:
TAPS (The Association for Payroll Specialists): www.payroll.com.au
Workforce Guardian: www.workforceguardian.com.au
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Publicationswww.icb.org.au/Newsletters
A range of ICB Members publications by bookkeepers for bookkeepers.
Newsletterswww.icb.org.au/Newsletters
ICB keeps you well informed with all the current issues in the bookkeeping industry.
Our newsletters are issued to bookkeepers and cover GST matters, best practice bookkeeping, BAS Agent information, CPE, institute matters, government legislation, education, and further information relevant to the industry.
Each month ICB releases the following newsletters:
§ Members Only Newsletter § Non Members Newsletter § Student Newsletter
ICB Members are automatically subscribed to the Members Only Newsletter. The newsletter is also available on our website and can be viewed as a web version or PDF.
Podcastswww.icb.org.au/Members/Newsletters-via-Podcast
Access the newsletter information by podcast, allowing you to listen at your leisure. Follow the link above for a detailed guide on how to access the newsletter via podcast.
If you would like to be subscribed to the ICB podcast please email us at [email protected].
Client and Business eBrief’swww.icb.org.au/Client--Business-eBriefs
ICB produces a monthly business newsletter called “Bookkeeping eBrief”. The Bookkeeping eBrief contains information to keep your business updated with relevant topics for the month. Customisable versions are available to Members. Follow the link above to access our complete range of PDF Client and Business eBrief’s.
ICB welcomes any ‘hot tips and tricks’ for inclusion in the monthly eBrief’s.
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ICB Facebook Discussion and Support Group
Following strong feedback, ICB has provided a closed Facebook group to ICB Australia members only. The idea behind this group is for ICB members to engage with each other and the ICB support team to:
§ Share ideas § Express their opinions § Ask questions § Interact and discuss in general conversations § Know they are apart of a strong voice for bookkeepers!
How to Receive ICB Facebook Group Notifications
The ICB Facebook Discussion and Support Group keeps you up-to-date with the latest news and updates for all things bookkeeping! To ensure your Facebook notification settings alert you to important discussion group posts, follow the steps below:
For Computer
1. Login to Facebook2. Click on the ICB Discussion and Support Group3. Select the ‘Notifications’ button 4. Check ‘All Posts’ or ‘Highlights’ to receive notifications
For Phone
1. Login to Facebook2. Click on the ICB Discussion and Support Group3. Click the ‘Info’ button4. Open the ‘Notifications settings’5. Check ‘All Posts’ or ‘Highlights’ under In-App Notifications6. Check ‘Highlights’ under Push Notifications
ICB Communitywww.facebook.com/groups/ICBDiscussionandSupport
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Stay up-to-date with developments in the bookkeeping community from the website and social media.
News and Updateswww.icb.org.au/News
@icbaustralia
@ICBAustralia
The Institute of Certified Bookkeepers
ICB Discussion and Support Group
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ICB webinars are free for all Members (excluding Student Members), providing the opportunity to advance your professional development and increase your bookkeeping knowledge. These webinars are designed and delivered by ICB on technical topics such as:
§ BAS Agents § Bookkeeping § Business Matters § End of Year § GST & BAS § Payroll § Software § Your Bookkeeping Business
How to Register for a Webinar
1. Login to the ICB website, go to ‘Professional Development - CPE/Training’2. Find the webinar you wish to register to and click ‘Register’
3. This will take you to the ICB ‘Shop’ - It is important you are logged in to ensure you are not charged as a Non Member. Click ‘Add to Basket’, followed by ‘Checkout’ to confirm your registration
4. On the ‘My Shopping Basket’ page, once you have agreed to the ICB terms and conditions, click ‘Checkout’ to complete your order.
5. Check your inbox for a confirmation email to your registered webinar6. This email will include a ‘Join Here’ button, which allows you to access the live webinar
at the respective date/time
All of the ICB webinars are recorded and accessible to Members on our website, along with the presenters notes. Previously recorded webinars can be accessed via the link in the heading.
Webinarswww.icb.org.au/Members/Webinars
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Webinar Library
All of the ICB webinars are recorded and accessible to Members on our website, along with the presenters notes.
How to Access Recorded Webinars
1. Login to the ICB website, go to ‘Professional Development - Webinar Library’ (alternatively, go to www.icb.org.au/Members/Webinar-Library)
2. Recorded webinars are located in specific categories relating to: > BAS Agents > Bookkeeping > Business Matters > End of Year > GST & BAS > Payroll > Software > Your Bookkeeping Business
3. Select the category relating to the webinar you wish to view4. Scroll through the webinar recordings within your specified category until you locate
your desired webinar (each webinar recording wil be clearly labelled and dated)5. Click the image to play the webinar recording6. Select ‘Click here for notes’ to view the webinar notes
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Network Meetingswww.icb.org.au/Networking
ICB Network Meetings are Proudly Supported by
The ICB network meetings continue to be a viable source of interaction and sharing. There are over 70 network meetings operating around Australia. Network meetings keep you up-to-date with current industry information, and are a great platform to network with fellow bookkeepers to exchange information and ideas.
How to Subscribe to ICB Network Meetings
1. Login to the ICB website, go to ‘MyICB’
2. Select ‘Account Settings’3. Click on ‘My Email Preferences’4. Tick the box against the network meeting(s) you
wish to receive invites for. You may subscribe to as many network meetings as you like in your area
5. Click ‘Save’ and you will be subscribed to the respective network meetings
6. Non Members can register to the ICB website and then subscribe to meetings via the above process; the fee is $22 per meeting payable online
7. To register for a network meeting webinar, from the home page select ‘Network Meetings - Webinars’
8. Follow the steps in how to register for a webinar to complete this process
The ICB network meeting webinars are recorded and accessible to Members on our website. Previously recorded network meeting webinars can be accessed by going to ‘Members - Conferences Workshops’ then clicking ‘Network Meeting Webinars’.
No Meetings in your Area?
We are always on the lookout for facilitators to run meetings in their local area. If you are interested please contact our Events and Network Meetings Coordinator at [email protected]
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Current Network Meeting Locations
Australian Captial TerritoryCanberra - Northside
New South WalesAlburyBallinaBalmainBathurstBella VistaBellingen
Northern TerritoryDarwin
QueenslandAtherton TablelandsBrisbane CentralBrisbane NorthBrisbane SouthBundaberg
South AustraliaAdelaide WestAdelaide South
TasmaniaHobart
VictoriaBrunswickBulleenBurwoodChadstoneCobramCraigieburn
Western AustraliaBroomeBunburyBusselton
Canberra - Phillip
Blue MountainsBrookvaleCentral CoastDubboHawkesbury RegionHills District
Burpengary CairnsDalbyGold CoastHervey Bay
Mt BarkerPara Hills
Launceston
DocklandsEchucaFrankstonGeelongLilydaleMacedon Ranges
Cockburn CentralGeraldtonJoondalup
HornsbyLower North ShoreMoorebankNewcastleNewportOrange
IpswichLogan Moreton BayPort DouglasSunshine Coast North
Unley
Melbourne CBDMordiallocMorningtonMt WaverleyNarre WarrenPoint Cook
KalgoorlieMelvilleNoranda
Port MacquarieRandwick - BondiSouthern HighlandsShoalhavenSutherlandWollongong
Sunshine Coast SouthToowoombaTownsville
SaleWarragulYarra Valley
NorthamWelshpool
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ICB National Bookkeeping Conference
As bookkeepers, our world is perpetually developing. The ICB National Bookkeeping Conference is held in March each year, and continues to deliver the best practice assistance to business. Walk with the ICB team and our strategic partners through how to implement strategies to be professional certified bookkeepers.
Registration Details
Prices for the ICB National Bookkeeping Conference vary depending on your level of membership with ICB.
Registrations for the event are to be completed on the ICB website, and will become available in the months leading up to the event. To register for an ICB Conference:
1. Login to the ICB website2. Click ‘Shop’ at the top of the page3. Select the conference you wish to attend4. Click ‘Add to Basket’, followed by ‘Checkout’
- It is important you are logged in to ensure you receive our members discount5. Click ‘Checkout’ to complete your order and finalise payment details6. Once you have completed the registration process you will receive a confirmation email
for the event
ICB Conferences are held in the following locations:
Melbourne Sydney Brisbane
Perth Adelaide Canberra
Hobart Cairns Darwin
Conferenceswww.icb.org.au/Members/Conferences-Workshops/Conferences
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ICB Workshops
The ICB Workshops are delivered around the country to support members, meet the demands at End of Year and ensure you are up-to-date with the latest legislation and technology.
From the valuable feedback provided by ICB Members, the ICB Workshops will remain capped to smaller groups of up to 50 members, held across Melbourne, Sydney, Brisbane, Perth and Adelaide.
In addition to discussion of best practices for approaching end of year processes and client management, the ICB team will also cover:
§ Tools to help you stay compliant and transparent with payroll management matters § Various ICB checklists and templates to assist in running your business
and processing your client tasks smoothly § Hands on practical exercises relating to End of Year processes § Presentations from relevant software partners § Legislation updates and thresholds
The ICB Workshops offer a great opportunity for Members to network and interact with presenters and fellow bookkeepers in a social and friendly atmosphere. Each ICB Workshop is accompanied by end of day drinks to further enhance this social event.
Prices for the ICB Workshops vary depending on your level of membership with ICB.
ICB End of Year Workshops are held in the following locations:
Workshopswww.icb.org.au/Members/Conferences-Workshops/Workshops
Melbourne Sydney Brisbane
Perth Adelaide
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Professional Indemnity Insurance (PII)
Bookkeepers require PII to protect themselves, ICB Members require PII to be in practice and BAS Agents require PII to be registered.
Insurance Made Easy (IME) have worked with us and the underwriters (Chubb) to customise a specialised policy for everything an ICB bookkeeper requires coverage. For more details regarding the ICB/IME Policy please refer to page 22 of this guide.
Cyber Insurance
We are now extremely reliant upon the internet and the cloud. As a bookkeeper this means that you carry much responsibility to protect your client’s data, privacy and access to banking. So for you, the thoughts around “what if” are becoming increasingly important. The good news is that your IME/Chubb Professional Indemnity covers most of these “what if’s”.
Your IME / ICB PII covers you for “your professional duty as a bookkeeper”, and this special policy includes cloud computing and therefore includes elements of “Cyber Security”. IME have also obtained an “Endorsement” in the ICB / IME policy to extend the cover for ICB members.
HR Intermediary
The Bookkeepers role as an HR intermediary and provision of HR advice is developing. Bookkeepers are involved in the provision of Payroll services that typically expand into Award interpretation and application of the Fair Work laws.
If a bookkeeper completes work on behalf of their client and errors were made which result in a financial loss to the client and subsequent claim for compensation, this is covered by the standard IME Professional Indemnity cover. If the negligent act is also a breach of government regulations the bookkeeper may incur a fine or penalty. This may include innocent breaches of government regulations including Federal, State, Local and Specialist Government bodies such as Fair Work, Tax Practitioners Board and the ATO.
Payroll Services
A bookkeeper typically is involved in Payroll. Some policies exclude even the most basic of payroll duties from a Bookkeepers PII. The IME Policy includes payroll services and then allows extension into the HR Intermediary role discussed above.
Insurance for Bookkeeperswww.icb.org.au/Approved-Products/Insurance
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Income Protection Insurance (for Bookkeepers)
A unique product which is based on 100% of your invoicing for labour and includes commissions earned on sales of ancillary services such as software etc., i.e. you are covered for all income which is forfeited due total disablement resulting from accident or illness to the maximum sum insured.
Other Insurance
IME offers all sorts of Insurance cover that you may need. We recommend that you contact Insurance Made Easy on 1800 641 260. Some of the additional insurance policies covered by IME include:
§ General Property Insurance § Public and Product Liability Insurance
Bookkeeper
InsuranceProtection
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What is Professional Indemnity Insurance?
Professional indemnity insurance provides cover for claims brought against the policy holder due to their professional negligence.
Professional Indemnity insurance protects a professional from financial loss, injury or damage arising from a mistake or failure by the professional to exercise the required level of skill. This may mean that an award is made in favour of a person who suffers a loss, damage or injury. A professional may also be held to be liable for a mistake even though there was no negligence.
Therefore, if a professional holds themselves out as having a special skill, which can be relied upon by another, they should consider Professional Indemnity Insurance as crucial.
Professional Indemnity Insurance, other than just being logical, is required for all members of ICB who are in the business of providing bookkeeping services. A professional bookkeeper is assisted in establishing their credibility through being able to state that they are insured.
PI insurance is not just about you protecting your client, but also yourself in the case of error.
Do you Need PII?
The TPB notice appears to deal with so many legal intricacies that it is hard to work out whether you are in or not. Let us keep it simple:
§ If you personally, or you are in a business where you, provide BAS Services to external clients then you must be covered by a Professional Indemnity Insurance policy and you will need to tell the TPB
§ If you are a BAS Agent but you only provide BAS Services to your employer then you are not required to have Professional Indemnity Insurance so just tell the TPB
§ If you are a BAS Agent but provide BAS Services through someone else’s business then you must be covered by your own policy or specifically covered by that other persons policy - You still need to tell the TPB
§ You do not need two policies (some have been worried that they need a policy for themselves and another policy for their company because both are registered - this is not the case). If the one business policy covers both then one policy is fine
“Covered by a Professional Indemnity Insurance Policy” means that; if it is just you then the policy would be in your name, if it is for a business then it may be in the business name but must include coverage of at least all registered agents providing services.
Professional Indemnity Insurancewww.icb.org.au/Approved-Products/Insurance/PI-Insurance
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Insurance Made Easy is the ICB broker of choice in preparation of Professional Indemnity Insurance.
ICB have worked closely with Insurance Made Easy to design a policy relevant and costed to all bookkeepers, from sole practice through to larger organisations with multiple employees providing a range of services.
ICB definition of bookkeepers: All persons commencing with data entry through processors, accounts, clerks, reviewers, payroll administrators and troubleshooting consultants.
Insurance Made Easy PII Cover
ICB’s recommended insurance provider, Insurance Made Easy, cover you for all of your bookkeeping needs, which includes but not limited to:
§ Employees/contractors are automatically included as well as all directors § Professional negligence and wrongful act § Operating as a registered BAS agent § Data file management (including backup management and file location management) § Supply, installation, configuration and training on commercially available software § Advancement of defence costs § Run off cover for seven years after you cease trading you remain covered with
no further premium payments § Fidelity (misappropriation of your money by staff member) § Dishonesty and fraudulent activities of your employees/contractors § Defence and legal costs automatically included over and above the level of cover selected § Official enquiries or investigation costs including ATO, ASIC, APRA, ACCC and TPB § Retroactive Cover - Covers you for all past work provided that you have had continuous
Professional Indemnity Insurance § Breaches of Competition and Consumer Act 2010 and Related Legislation § Libel/Slander/Defamation § Unlimited Reinstatements § Privacy Remediation Costs § Recovery of Professional Fees
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HR Intermediarywww.icb.org.au/Resources/Payroll/HR-Intermediary
The HR Intermediary Program
An HR Intermediary is a facilitator who can obtain human resources and/or employment law expertise provided by a separate HR specialist. An HR Intermediary acts on behalf of the business owner, working with the HR expert to understand the requirements of the business and put in place the required processes and documents to comply with the Fair Work Act 2009.
HR Intermediaries ensure the business complies with the Fair Work Act, modern award or agreement and other employer obligations with the help of a HR Expert.
Preparing for Your Role as an HR Intermediary
ICB provides assessments to expand and test your knowledge in payroll and preparing to act as an HR Intermediary. These assessments are based on resources from the ICB website.
Each assessment has an 80% pass mark. The Payroll Assessment and the Annual Skill Review must be successfully completed before you are eligible to sit the HR Intermediary Assessment. You will be able to re-sit the assessments.
HR Intermediary Assessment
§ How to gain legal advice from an HR expert § Modern awards and enterprise agreements § Employment contracts § National Employment Standards (NES) § Fair Work Commission § Employer obligations § Working with difficult clients
Accreditation Process (see diagram) § If you fail assessment you can re-sit straight away
but must complete within 14 days § Two attempts at no charge, then required to pay
for third assessment § Maximum of three attempts, then a wait period
of six months and a new accreditation is required
Prerequisites1. Fair Work Quiz2. ICB Annual Skill Review3. ICB Payroll Assessment
HR Expert- Connect to HR Expert- Either the business or bookkeeper
HR Intermediary1. HR Intermediary Webinar2. HR Eligibility Assessment3. HR Intermediary Assessment
ICB Recognition- HR Intermediary Certificate- Listing on ICB Find a Bookkeeper
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HR Advice - Workforce Guardian
Workforce Guardian is very proud to partner with ICB to deliver a wide range of benefits to ICB members.
Trusted by thousands of users and over 300 partners, Workforce Guardian is the HR solution-of-choice for SMEs, HR professionals, industry associations, franchise groups, accountants, bookkeepers and business advisers.
Special Offers for Members
Your clients can receive an exclusive rebate when they protect their business and ensure full compliance by subscribing to any of our cloud-based HR systems.
Your Clients Now Receive a 50% Rebate!
HR Essential
Full price: $950 per year
Your client receives a 50% rebate for engaging an ICB member bookkeeper.
They save $495 every year!
(Partner code for rebate: ICB)
HR Professional
Full price: $2200 per year
Your client receives a 50% rebate for engaging an ICB member bookkeeper
They save $1100 every year!
(Partner code for rebate: ICB)
HR Advice Online: Providing you with unlimited, written answers to all your clients’ HR and Fair Work-related questions.
ICB members save 50%
HR Advice Online
Full price: $495 per year
Receive an exclusive 50% ICB member rebate
You save $247.50 every year!
(Partner code for rebate: ICB)
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BAS Agent Support www.icb.org.au/BAS-and-BAS-Agents
BAS Agent Resource Kits
Specific guidance, assistance and resource kits to members who are BAS Agents or involved in preparation of the BAS.
The BAS and GST Knowledge Base
Available for ICB Members only. The BAS and GST knowledge base is designed for BAS Agents, consisting of resources, procedures, policies and information to provide BAS Agent services to clients.
Payroll and PAYG Knowledge Base
Available for ICB Members only. The payroll and PAYG knowledge base provides technical explanation on all areas of payroll, including how to correctly complete the PAYG W sections of the BAS.
What is a BAS Agent
Provides information regarding who is required to be a BAS Agent? What are BAS Agents allowed and not allowed to do? What is a BAS Service? The BAS Agent Decision Tree.
BAS Agent Code of Conduct
Available for ICB Members only. The law imposes a BAS Agent code of conduct, therefore the TPB provides guidance on how to comply and take reasonable care in the provision of services to a business.
Applying and Renewing as a BAS Agent
ICB provides guides and resources on how to complete the TPB process for applying and renewing as a BAS Agent.
FAQs on the BAS and BAS Agents
A collection of the most commonly asked questions surrounding BAS and BAS Agents.
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BAS Agent Supervision Program
Are you a BAS Agent and believe you have the skills to supervise aspiring bookkeepers?
ICB has developed a program where we can promote you to bookkeepers who are seeking supervision to gain their experience and/or BAS Agent license.
The program provides:
§ Promotion of your service to bookkeepers § Support and resources § Sample agreements and recommended guidelines § Skills assessment for a bookkeeper seeking your supervision to provide
an understanding of areas they may require specific training § Supervisor pack which contains a complete process and procedures
to support your relationship with a bookkeeper
Requirements to be an ICB Supervising BAS Agent:
§ Member/Fellow in Practice § BAS Agent § Minimum 7 years bookkeeping experience § Successful completion of the ICB level 3 Practical Assessment
(no charge - approximately 4-8 hours for completion) § Attendance of the induction webinar (1.5 hours) § Supervisor skills § Capacity to interpret information confidently and follow instructions § Technical proficiency of a high order and attention to detail § Excellent communication skills § A knowledge of ICB support resources § If you do not meet all of the above criteria but still feel you qualify,
complete the application form stating why you feel you qualify
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Endorsed Products and Solutionswww.icb.org.au/Approved-Products
Selected and screened third party solutions for bookkeepers and businesses.
Accounting Software
MYOB
MYOB believes you deserve the freedom that comes with choice. With the right tools for your business, you’re free to focus on doing what you really love.
Reckon
Reckon provides Australia’s bookkeeping industry with the highest quality tools to operate their businesses more efficiently and profitably.
Xero
Xero has brought efficient bank fed transactions to mainstream process. Better rules, better automation, better intuition.
Intuit
Intuit has a rich history of developing and innovating accounting software for small business and their accounting partners worldwide.
Books and Manuals
Bookkeeping for Dummies Learn Xero in a Day
Inside Small Business Managing Payroll in Xero
The ABC of Australian Retail Xero for Managers
Thomson Reuters
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Additional Services
Correct as of August 2017
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Personalised Productswww.icb.org.au/Shop/Members-Benefits
Professional ICB Name Badge
You may have seen our staff wearing them during the March Conferences or your Network Facilitator wearing theirs. Now you can have your very own to promote your accreditation and membership of ICB.
How to purchase an ICB Name Badge
1. Login to the ICB website2. Click the ‘Shop’ button at the top of the page3. Select ‘Members Benefits’ from the categories listed4. Select the name badge you wish to purchase (Bas Agents have
the option to select the ICB Name Badge with your individual BAS Agent number)
5. Click ‘Add to Basket’, followed by ‘Checkout’6. Once you’ve agreed to the ICB terms and conditions,
click ‘Checkout’ and complete your payment process
The ICB Crest for Members
Available for Associates and Members in Practice. State your professionalism on your stationery, website, electronic media and/or marketing materials using the ICB Crest. All use of the ICB Crest is subject to ICB’s terms and conditions and also ICB’s prior approval.
How to download the ICB Crest
1. Login to the ICB website2. Go to ‘Membership - Membership Benefits’3. Scroll down and select ‘ICB Crest’4. Download one or all of the following ICB Crest options:
> ICB Crest - JPEG > ICB Crest - EPS > ICB Crest (Black and White) - JPEG
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ICBenefits provides members with commercial advantage on everyday items!
We see this as helping you with daily living costs, just for being a member with us. While ICB provides members with bookkeeping resources, bookkeeping support and bookkeeping credibility, we want to reward you, as you, for choosing us. The ICBenefits program may benefit your lifestyle as well as your business, so we couldn’t resist!
What is it?
Discounts
The ability to purchase vouchers for less than the face value. E.g. Purchase a $100.00 Coles voucher for $95.00, or buy a product online and receive cash back into your bank account.
The ICBenefits Program is a member only benefit program using a reward gateway to provide you with discounts on over 350 retailers nationwide. Shop online via ICBenefits and save 5-25% on any purchase made. Retailers include Coles, Woolworths, iTunes, StrawberryNet, Dan Murphy’s, Expedia, Budget and much more!
How?
Cashback
Making a purchase online through ICBenefits means that you see money coming back to your bank account. Make a purchase online and receive a percentage back of the total purchase made. E.g. Need to hire a car? Make the booking online via the ICBenefits website and receive 10% cashback. The cashback can either be sent directly to your bank account OR be kept in your online account. Keeping it in your online account means that you can use it for purchases at a later date.
Voucher Shop
Gift cards are a great idea for not only gifts but also using everyday. In the voucher shop, you have the opportunity to buy vouchers or gift cards to a number of different stores at a discounted rate. E.g. Need an idea for school holidays? Buy an AMF/King Bowling voucher for $100.00 but pay only $90.00! Once you purchase the voucher dispatch is made the same day. You can expect the voucher in the mail within the next 2-4 working days.
ICBenefitswww.icb.org.au/Membership/Membership-Benefits/ICBenefits
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ICB Works with Government for You!
ICB is a recognised BAS Agent Association and Member of ATPAG and BASAAG. As a result, ICB provides representation to and information from the ATO and Government for bookkeepers.
ICB is involved in:
§ Tax Practitioners Board (TPB) as a Recognised Professional Association § Membership of the Australian Tax Office BAS Agents Advisory Group (BASAAG) § Board Member for the Australian Business Registrar (the ABN system) § Membership of the Australian Treasury SBR Business Advisory Forum (SBR BAF) § Constant consultation with relevant software companies providing bookkeeping solutions § Includes providing submissions, comment and support to the software companies
from a bookkeepers perspective § Interaction with the ATO on areas effecting or impacting on BAS Agents, Bookkeepers
and business § Submissions to government on issues effecting bookkeeping and business process § Extensive involvement in the Governance and Consultations on Single Touch Payroll. § Assisting the ATO in their understanding of Business with respect to the Simpler BAS project § Involvement in the formation, drafting and implementation of the Legislation around BAS
Agents, GST, PAYG Withholding and related business processing areas § Small Business departments of state government § Ongoing increase of the exposure of the business community, government, education
bodies, employers, recruitment agents to the ICB and the credibility and professionalism of our members
§ ICB is a Registered Tax Agent and a Registered BAS Agent
Representation
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Explaining ICB Membershipwww.icb.org.au/Membership/Explaining-ICB-Membership
Membership Levels
Student Member
A person aspiring towards the bookkeeping profession and commencing studies would qualify to the student membership. Student Members receive access to specialised student newsletters, student resources and network meetings. Membership at this level is for a maximum of two years with the progression to Affiliate Member.
Educator Member
Available for educators or trainers in the bookkeeping field. Our Educator Membership is designed to provide bookkeeping educators with not only the same information and resources provided to bookkeepers, but also information that is specifically tailored and relevant to an educator role.
Affiliate Member
A person who has established their bookkeeping knowledge and holds either a current bookkeeping qualification such as; Certificate III in Bookkeeping, Certificate IV in Bookkeeping or Accounting, or successful completion of the ICB General Bookkeeping Knowledge Level 1 and 2 Assessment. Affiliate Members that achieve 12-months experience can progress to the next stage of professional development and recognition as an Associate Member.
Associate Member
A person with at least 12-months proven experience in actual bookkeeping work, together with proven competencies by ICB General Bookkeeping Knowledge Level 1, 2 and 3 Assessments or the Certificate IV in Bookkeeping or similar would qualify for admission as an Associate Member.
Member
A person with at least two years current proven experience in actual bookkeeping work, together with proven competencies by ICB General Bookkeeping Knowledge Level 1, 2 and 3 Assessments, or the Certificate IV in Bookkeeping or similar would qualify for admission as a Member.
Business Support Program
The Business Support Program is for businesses that do not have a Certified Bookkeeper and manage the books themselves. This program is ideal for sole-traders, not-for-profit organisations or sporting clubs. The Business Support Program provides resources, assistance and assurance towards best practice bookkeeping.
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Using MyICB
Account Settings § View/update your contact details § Update your email preferences § Update your password settings
Renewal/Upgrade § View your current membership details § Renew your membership § To upgrade membership, contact Member Services
CPE Register § View/add your goals § View/add your activities § For more details see page 7 of this guide
Exam § Book an exam § View your completed assessments and results
Assessments § Take a pre-booked assessment
- Pre-booked assessments will show up once you have completed the ‘book exam’ process
Order History § View completed orders § View/complete incomplete orders
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Executive Director Matthew Addison
Company Directors John Birse Amanda Linton James Carter Garry Carter
Chief Development Officer Rick Van Dyk
Events and Network Meetings Coordinator Carmel Wright
Management Support Celina McAlister Chloe Frost Emily Wood
Member Services Jan Tacey Toni Ortika Jessica Mierke
Website Publisher Danny Cohen
Technical Resources and Support Chris McComb Pauline Walton Deb Thompson Sarah Priestley-Hill Gabriela Ornig Wendy Hughes Leanne Berry Hally Rhiannon-Nammu
Enquires Phone: Fax: Email: Web:
[email protected]@icb.org.au
[email protected]@[email protected]
[email protected]@[email protected]
[email protected]@[email protected]@[email protected]@[email protected]@icb.org.au
1300 85 61 811300 85 73 [email protected]
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Major Sponsors of ICB
Institute of Certified BookkeepersLevel 27, Rialto South Tower
525 Collins StreetMelbourne VIC 3000
Ph: 1300 856 181Fax: 1300 857 393
BOOKKEEPERS Helping BOOKKEEPERSHelping Business