Services Agreement and Authority Terms

Business name: Balanceable Pty Ltd

ABN: 49 688 602 020

Version: 1.2.8

Last updated: 13 May 2026


This Services Agreement and Authority Terms (Agreement) sets out the terms on which Balanceable Pty Ltd (Balanceable, we, us, our) provides services to the client identified in this Agreement (Client, you, your).

This Agreement is provided to you as part of your onboarding. By completing the Balanceable onboarding form, proposal, or other written acceptance process, you confirm that you have read and understood this Agreement and agree to be bound by its terms.

1. Purpose of this Agreement

This Agreement governs our engagement to provide bookkeeping, software support, Xero-related services, document processing, payroll support, and any other administrative, compliance support or advisory services set out in this Agreement or later agreed in writing.

Where agreed to in writing and accepted by us, this Agreement may also govern:

  1. BAS agent services performed by Balanceable in its capacity as a registered BAS agent; and
  2. ASIC registered agent services performed by Balanceable in its capacity as a registered ASIC agent.

This Agreement is intended to create a clear understanding of:

  • the services we may provide,
  • the limits of those services,
  • your responsibilities as the client,
  • our fees and payment terms,
  • how authority is granted to us, and
  • how both parties will work together.

2. Our service model

Balanceable is a Xero-focused bookkeeping practice. Our systems, workflows and service delivery are built primarily around Xero and related cloud-based tools.

Unless we agree otherwise in writing, our services are provided on the basis that:

  • Xero will be the primary accounting platform used for your engagement;
  • we may use or assist with related applications where needed, including apps used to support bookkeeping, payments, rostering, payroll data, receipt capture, reporting, or document collection;
  • some specialist or third-party work may be referred to external providers where appropriate, including migration or conversion specialists.

We reserve the right to decline work that falls outside our service model, software stack, capacity, licensing, or compliance obligations.

3. Who this Agreement applies to

This Agreement applies to the entity, business, trust, company, individual, partnership or other client named in this Agreement.

The person accepting this Agreement warrants that they:

  • are authorised to engage Balanceable on behalf of the Client;
  • have authority to provide instructions to us;
  • have obtained any necessary approval from relevant owners, directors, shareholders, trustees, partners, officeholders or other decision-makers; and
  • will ensure the Client is bound by this Agreement.

If we reasonably request evidence of authority, you must provide it.

4. Services covered by this Agreement

The services covered by this Agreement are limited to those:

  • set out in this Agreement,
  • later requested by you and accepted by us in writing, or
  • reasonably incidental to the services set out in this Agreement or otherwise agreed in writing.

Depending on the services agreed to, these may include:

4.1 General bookkeeping and support services

These may include, without limitation:

  • transaction coding and account allocation
  • bank and balance sheet reconciliations
  • maintenance of accounting records
  • payroll processing support
  • superannuation processing support
  • document and receipt capture workflows
  • Hubdoc setup and support
  • Xero setup, training, migration support and subscription administration
  • preparation of management information and reports
  • software troubleshooting and workflow assistance
  • liaison with your accountant or other professional advisers where authorised by you

4.2 BAS agent services

If BAS agent services are agreed to in writing and accepted by us, these may include services that we are legally permitted to provide as a registered BAS agent, such as:

  • BAS and IAS preparation and lodgement
  • GST, PAYG withholding and payroll-related reporting services within the scope of our registration
  • dealing with the ATO on your behalf where authorised
  • other BAS services permitted under applicable law and our registration

Where BAS agent services are provided, the engagement must clearly identify the registered BAS agent and the work to be performed. TPB guidance recommends that this be documented in the engagement terms.

4.3 ASIC registered agent services

If ASIC registered agent services are agreed to in writing and accepted by us, these may include:

  • acting as your registered agent with ASIC where properly appointed
  • lodging permitted company forms and notifications
  • receiving ASIC communications on your behalf where applicable
  • providing administrative support relating to ASIC annual review and company record obligations

ASIC states that use of a registered agent is optional and that companies may appoint an agent to lodge documents and receive notifications on their behalf. Company appointment of a registered agent is a formal process.

5. No services unless agreed and accepted

This Agreement does not mean that every service listed above is automatically included.

We are only engaged to provide:

  • the services set out in this Agreement or otherwise agreed in writing, and
  • any additional services we later agree to provide.

For clarity:

  • general bookkeeping services may be mandatory to commence the relationship;
  • BAS agent services are optional and only apply if specifically agreed to in writing and accepted by us;
  • ASIC registered agent services are optional and only apply if specifically agreed to in writing and accepted by us.

If a service is not agreed to in writing and accepted by us, we are not responsible for it.

6. Commencement of engagement

Our engagement starts when all of the following have occurred, unless we agree otherwise in writing:

  1. you complete and accept this Agreement;
  2. we accept the engagement;
  3. you provide all information and identification reasonably required by us;
  4. any required authority or access has been granted;
  5. any required onboarding fee or initial invoice has been paid.

We may refuse to commence or continue work until these requirements are satisfied.

7. Your responsibilities

You agree that you will:

  1. provide complete, accurate and timely information, records and explanations;
  2. promptly provide us with access to relevant software, bank feeds, payroll data, documents, correspondence and accounts;
  3. review all work, reports, drafts, forms, statements and lodgements provided to you;
  4. remain responsible for the accuracy and completeness of the information supplied to us;
  5. tell us if information previously supplied was incorrect, incomplete or has changed;
  6. keep ultimate responsibility for business decisions, cash flow, record keeping obligations, taxation obligations, and statutory compliance unless the law specifically transfers a task to us;
  7. ensure there are sufficient funds available for wages, superannuation, tax liabilities, software subscriptions and other obligations where relevant;
  8. obtain legal, financial or taxation advice from a suitably licensed professional where required outside the scope of our engagement.

Where we provide BAS agent or ASIC agent services, you remain responsible for the underlying legal obligations of the entity, even where we assist with preparation, lodgement or administration.

8. Reliance on client information

We may rely on information, documents and explanations supplied by you or by persons authorised by you without independently verifying every item.

Unless expressly agreed otherwise in writing:

  • we do not perform an audit,
  • we do not guarantee that fraud, theft, error, irregularity or non-compliance will be detected,
  • we do not provide legal advice,
  • we do not provide financial product advice,
  • we do not provide tax agent services beyond the scope of any BAS agent registration we hold.

You acknowledge that delays, errors or omissions in information supplied to us may affect the quality, timing or correctness of the services.

9. BAS agent disclosures

If you appoint Balanceable to provide BAS agent services, those services will be provided by the registered BAS agent identified below:

Registered BAS Agent name: Balanceable Pty Ltd

Registration number: 26357764

TPB register link: https://myprofile.tpb.gov.au/public-register/practitioner/?ran=26357764

TPB guidance states that engagement terms for BAS services should identify the registered practitioner, the client entities to which the service is provided, and the work to be performed. TPB also expects practitioners to advise clients of relevant rights and obligations under taxation laws that are materially related to the tax agent or BAS services provided.

You acknowledge that:

  • our BAS agent services are limited to the scope of our registration and the services agreed to;
  • we may decline to act where instructions are incomplete, unclear, misleading, unlawful, or outside our authority;
  • you must review all draft BAS, IAS, payroll or related reports and notify us of any error before lodgement where review is requested or required;
  • we may cease BAS agent work if you fail to provide records, authority, identification, approvals or payment.

10. ASIC registered agent disclosures

If you appoint Balanceable to act as your ASIC registered agent, services will be provided by:

Registered ASIC Agent name: Balanceable Pty Ltd

ASIC Agent number: 54735

If you appoint Balanceable to act as your ASIC registered agent, that appointment only takes effect once all necessary ASIC requirements and appointment steps have been completed.

You acknowledge that:

  • appointing a registered agent is optional;
  • ASIC fees remain payable by the company, whether paid directly by you or paid via us on your behalf;
  • our own service fees are separate from ASIC statutory fees unless expressly stated otherwise;
  • the company and its officeholders remain responsible for compliance with the Corporations Act and ASIC obligations.

ASIC explains that registered agents may lodge documents and receive notifications on behalf of companies, but the company continues to have its own legal responsibilities.

11. Third-party software and service providers

We may use or recommend third-party software, applications, platforms, document systems, payroll tools, payment systems, identity verification tools, storage platforms, conversion providers, and other service providers in connection with our work.

This may include, for example:

  • Xero
  • Stripe
  • Dropbox
  • document signing tools
  • migration or conversion specialist

We do not control third-party providers and are not liable for their outages, pricing changes, security incidents, product changes, delays or errors, except to the extent caused by our own negligence or breach of law.

Your use of third-party products may also be subject to their own terms, privacy policies and subscription fees.

12. Xero subscriptions and software administration

Where Balanceable is the subscriber, billing contact, partner-managed contact, or administrator for a Xero subscription or related software account:

  • the subscription remains subject to our administration until transferred;
  • all our invoices must be paid in full before any transfer is processed, unless we agree otherwise in writing;
  • this includes all outstanding service fees and any software subscription amounts incurred up to the date of transfer, including any pro rata charges for the period between the last billing date and the transfer or cancellation date.

We may withhold transfer of software administration, subscriber ownership, or related access changes until outstanding amounts have been paid in full, to the extent permitted by law and any third-party platform rules.

13. Migration and conversion work

Where migration, conversion or historical data import work is involved:

  • timing may depend on third-party providers, source system access, and data quality;
  • opening balances, payroll history, contacts, invoices, inventory, bank rules and historical transactions may require checking, correction or post-conversion adjustment;
  • you may need to continue limited operational processing during a transition period;
  • we are not responsible for errors originating in source data, source systems, or third-party conversion services unless we caused the error directly.

If we arrange or coordinate a third-party conversion provider, that provider may have separate terms and timeframes.

14. Fees, invoicing and payment

You agree to pay:

  • our onboarding fees,
  • fixed fees,
  • subscription fees,
  • hourly fees,
  • project fees,
  • government charges,
  • and any approved third-party costs,

as disclosed in writing, set out in your proposal, engagement schedule, invoice, or otherwise communicated to you.

Our current Fee Schedule is available at balanceable.com.au/fee-schedule .

Unless otherwise stated:

  • invoices are due by the due date shown on the invoice;
  • time-based work may be charged in minimum increments determined by us;
  • overdue amounts may result in suspension of services;
  • fees for BAS, ASIC, software, payroll or urgent work may differ depending on complexity, timing and risk.

15. Non-payment and suspension of services

We operate a tools down policy for overdue accounts.

If your account becomes overdue, we may, without liability to you:

  • stop performing work,
  • pause access-dependent tasks,
  • refuse to lodge forms or reports,
  • decline to process payroll or super-related work,
  • refuse to proceed with software transfers or handovers,
  • delay completion of outstanding tasks until payment is brought up to date.

You acknowledge that if services are paused because your account is overdue, this may affect deadlines, lodgements, payroll timing, subscription transfers, or other business obligations. To the maximum extent permitted by law, we are not responsible for losses, penalties, interest, missed deadlines or compliance consequences arising from suspension caused by your non-payment.

Where practical, we encourage you to contact us early if there is a payment issue so that options can be discussed before disruption occurs.

16. Communications and response times

We aim to provide timely support and maintain responsive communication. However:

  • unless a separate service level agreement is agreed in writing, we do not guarantee immediate responses, same-day turnaround, after-hours availability, or 24/7 live support;
  • emails or messages sent outside business hours may be read or responded to at our discretion;
  • urgent matters should be clearly identified, but urgency does not guarantee immediate action.

17. Privacy, confidentiality and identity verification

We take privacy, confidentiality and data security seriously.

You authorise us to collect, use, store and disclose your information where reasonably necessary to:

  • provide the services,
  • verify identity and authority,
  • communicate with software providers, government agencies, financial institutions and your nominated advisers,
  • comply with our legal and professional obligations,
  • protect our lawful interests.

Where required, we may ask for identification documents such as a driver licence or passport before providing certain regulated, authority-based, or higher-risk services.

If the Privacy Act applies to our handling of your information, we are required to handle personal information in accordance with applicable privacy obligations. The OAIC explains that businesses covered by the Privacy Act must comply with the Australian Privacy Principles, including open and transparent handling of personal information.

18. Electronic acceptance and signing

This Agreement may be accepted electronically, including by:

  • ticking a checkbox,
  • typing a name,
  • drawing or applying an electronic signature,
  • submitting an online form designed to capture agreement.

You agree that electronic execution, electronic communications, and digital acceptance may be relied on as evidence of your agreement and authority.

The Commonwealth Electronic Transactions Act generally recognises electronic signatures and electronic transactions as legally valid in many situations.

19. Variation of services

Additional services requested after this Agreement is accepted may be:

  • quoted separately,
  • added under this Agreement,
  • or made subject to a new engagement letter, proposal, or variation.

We are not obliged to perform additional work unless we accept it.

20. Termination

Either party may end this Agreement by written notice, subject to completion of any legally required steps, outstanding obligations, and payment of amounts due.

We may terminate or suspend the engagement immediately where:

  • invoices are overdue,
  • trust or cooperation has broken down,
  • information provided is misleading or incomplete,
  • we reasonably suspect unlawful conduct,
  • we are unable to meet our professional or regulatory obligations,
  • continuing to act would expose us to unreasonable risk.

Termination does not affect:

  • fees already incurred,
  • your obligation to pay outstanding invoices,
  • accrued rights,
  • any authority or record-keeping requirements that must be dealt with as part of disengagement.

21. Entire agreement

This Agreement should be read in conjunction with our Privacy Policy and, where applicable, our Terms & Conditions.

This Agreement, together with the services set out in this Agreement or otherwise agreed in writing, any proposal, Fee Schedule, Privacy Policy, and any written variation accepted by both parties, forms the entire agreement between the parties in relation to the engagement.

22. Governing law

This Agreement is governed by the laws of New South Wales and the laws of Australia where applicable.

Acceptance

This Agreement forms part of the onboarding and engagement process with Balanceable Pty Ltd.

Acceptance of this Agreement and the granting of authority to act is completed through the Balanceable client onboarding form, proposal, or other written acceptance process.

By completing those steps, you confirm that you have read and understood this Agreement and agree to be bound by its terms.

Download the Service Agreement & Authority Terms