This policy outlines the payment requirements for services provided by LBW Advisory Pty Ltd. The purpose of this policy is to ensure timely payment for professional services while continuing to provide efficient and high-quality service to our clients.
Effective from 01/07/2026, all accounting, taxation, advisory, compliance, and related professional services provided by LBW Advisory Pty Ltd must be paid in full prior to the lodgement, submission, or filing of the relevant work with any government agency or third party.
Work may be completed and provided to clients for review prior to payment; however, lodgement will not occur until payment has been received in full.
Payment must be received before lodgement of, including but not limited to:
Individual Income Tax Returns
Company Tax Returns
Trust Tax Returns
Partnership Tax Returns
Self-Managed Superannuation Fund Returns
Fringe Benefits Tax Returns
Financial Statements submitted to third parties
ASIC compliance documents
Any other documents requiring lodgement, filing, or submission
As a concession to our ongoing business clients, Business Activity Statements (BAS) and Instalment Activity Statements (IAS) may be lodged before payment is received.
However:
Payment for BAS and IAS services must be received before any subsequent BAS, IAS, bookkeeping, payroll, or related compliance work is commenced.
Where BAS or IAS invoices remain outstanding, LBW Advisory Pty Ltd reserves the right to suspend future work until all overdue accounts have been paid.
Clients with a history of late payment may be required to prepay BAS and IAS services prior to lodgement.
Where an account remains unpaid:
Tax returns and other documents will not be lodged.
Future work may be delayed or suspended.
The practice reserves the right to decline further services until outstanding amounts are paid in full.
Payment may be made via:
Direct Deposit
Credit or Debit Card
Alternative payment arrangements may be approved at the discretion of the directors of LBW Advisory Pty Ltd. Any alternative arrangement must be agreed to in writing prior to lodgement.
LBW Advisory Pty Ltd reserves the right to amend this policy from time to time. Clients will be notified of any material changes.
LBW ADVISORY Shop 3/4 Eramosa Road East, Somerville VIC 3912
Liability limited by a scheme approved under Professional Standards Legislation. LBW Advisory Pty Ltd is a CPA Practice.