Have you been asked by your client to provide an accountant’s letter to a financier to help them secure a new loan or mortgage? Are you unsure how you should respond, the risks and where you stand legally? This episode of Small Firm, Big Impact takes you through the latest guidance from Chartered Accountants ANZ. It explores the legal implications for accountants of financing letters, why it’s recommended members exercise a high degree of caution, and the importance of sticking to the facts. Plus, we take you through what CA ANZ is telling lenders about accountant’s financing letters. Chartered Accountants ANZ General Manager – Professional Standards Kristen Wydell FCA joins CA ANZ Public Affairs Manager – Australia, Gillian Bowen to explain.

Read more about this on our website.

Contact The Professional Standards Team

The ATO's New Working from Home Deduction Method

Cybersecurity for SMPs

How to become a Chartered Accountant

Get in touch with the podcast: podcast@charteredaccountantsanz.com

Have you been asked by your client to provide an accountant’s letter to a financier to help them secure a new loan or mortgage? Are you unsure how you should respond, the risks and where you stand legally? This episode of Small Firm, Big Impact takes you through the latest guidance from Chartered Accountants ANZ. It explores the legal implications for accountants of financing letters, why it’s recommended members exercise a high degree of caution, and the importance of sticking to the facts. Plus, we take you through what CA ANZ is telling lenders about accountant’s financing letters. Chartered Accountants ANZ General Manager – Professional Standards <a href="https://www.linkedin.com/in/kristen-wydell-11426548/">Kristen Wydell</a> FCA joins CA ANZ Public Affairs Manager – Australia, <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> to explain.
Read more about this on our <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/responding-to-requests-from-your-clients-financiers">website</a>.
<a href="https://www.charteredaccountantsanz.com/contact-us">Contact The Professional Standards Team</a>
<a href="https://podcasts.apple.com/au/podcast/the-atos-new-working-from-home-deduction-method/id1485822076?i=1000587049726">The ATO's New Working from Home Deduction Method</a>
<a href="https://podcasts.apple.com/au/podcast/cybersecurity-for-smps/id1485822076?i=1000588955441">Cybersecurity for SMPs</a>
<a href="https://www.charteredaccountantsanz.com/become-a-member/memberships/chartered-accountant#:~:text=Once%20you%20have%20successfully%20completed,longer%20processing%20times%20may%20occur.">How to become a Chartered Accountant</a> 
Get in touch with the podcast: <a href="mailto:podcast@charteredaccountantsanz.com">podcast@charteredaccountantsanz.com</a>

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The latest series is full of factual and practical content from experts, giving chartered accountants, the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager Gillian Bowen will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The latest series is full of factual and practical content from experts, giving chartered accountants, the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/" aria-label="Link Gillian Bowen">Gillian Bowen</a> will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice.

Giving Chartered Accountants, the up-to-date information they need to do their jobs.

Small Firm, Big Impact

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The series is full of factual and practical content from experts, giving chartered accountants the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager Gillian Bowen will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice. Find out more about CA ANZ here. Disclaimer: The opinions and statements expressed in this podcast are provided for general information only are not intended to be legal, professional or financial advice, nor do they reflect the opinions of Chartered Accountants ANZ. To the fullest extent permitted by law, Chartered Accountants ANZ is not liable for any statement or opinion, or for any error or omission in this podcast, nor is it liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with this podcast or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The series is full of factual and practical content from experts, giving chartered accountants the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice. Find out more about CA ANZ <a href="https://www.charteredaccountantsanz.com/">here</a>. Disclaimer: The opinions and statements expressed in this podcast are provided for general information only are not intended to be legal, professional or financial advice, nor do they reflect the opinions of Chartered Accountants ANZ. To the fullest extent permitted by law, Chartered Accountants ANZ is not liable for any statement or opinion, or for any error or omission in this podcast, nor is it liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with this podcast or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Accountant's Financing Letters

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/a8384d7e-4f86-4b0f-bab6-af71000007e8/transcript

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