Plan a change in entity form with clear approval, document and transition requirements. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Current and proposed form assessment
- Consent, application and evidence checklist
- Contract, licence and accounting transition planning
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Entity constitution and ownership records
- Latest financial statements
- Proposed structure and stakeholder consents
Deliverables and engagement planning
The entity conversion scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Does conversion automatically transfer all licences?
The effect on licences, contracts, registrations and banking arrangements must be assessed separately. Those transition items are included in the plan where relevant.
How is the fee determined?
Can this be combined with related CA services?