Current obligations
List income tax, BAS, payroll, superannuation, annual accounts and other deadlines that remain open.
Changing accountants
Change accountants with a clear, professional handover.
If communication has stalled, reporting is unclear or work keeps arriving late, changing accountants can be handled respectfully without losing control of deadlines or records.
A clear starting point
Know what will move, what stays due and who is responsible.
Oceania ANZ starts by understanding the current position, upcoming obligations and the records held by your existing accountant. With your authority, the handover can then be coordinated around the work that matters first.
What we cover
The records and decisions to get clear first.
Professional handover
Confirm authority and request the records, working papers and information needed from the outgoing accountant.
Records and access
Check accounting software access, prior-year accounts, tax returns, asset registers, loan balances, payroll records and correspondence.
First 90 days
Agree what needs correction now, what can wait and how future reporting and communication will work.
How it works
A practical path from first conversation to completed work.
Initial discussion
Tell us what is not working and what deadlines or decisions are approaching.
Scope and authority
We confirm the proposed work, fees and the authorities needed before contacting the outgoing accountant.
Handover review
We organise the records received, identify gaps and prioritise overdue or time-sensitive work.
Ongoing rhythm
You receive a clear timetable for lodgements, reporting, meetings and information requests.
Frequently asked questions
Questions people ask before getting started.
Do I need to tell my current accountant first?
You can speak with them directly, or discuss the timing with Oceania ANZ first. A professional clearance and records request normally follows once you have authorised the change.
Can I change accountants during the financial year?
Yes. The practical timing depends on open work, upcoming lodgements and access to complete records. Those items are mapped before the handover proceeds.
What records should transfer?
The required records vary, but commonly include prior accounts and tax returns, ledgers, workpapers, asset registers, software access, payroll records, loan schedules and relevant ATO correspondence.
Will changing accountants delay a deadline?
It does not have to. The first review identifies immediate deadlines so responsibilities can be agreed before less urgent cleanup work begins.
Next step
Talk through a possible change before committing.
Book an appointment to discuss the current position, the handover process and the first records we would need to review.