Level One and Coronavirus

Posted in COVID-19
30/03/2020 Level One

We Are Still Open for Business

We want to reassure you as one of our valued clients that we are still open for business and will remain open for business throughout the Coronavirus Pandemic.

Whilst the Government allows, the physical office will remain open with a skeleton staff. All other staff will be working remotely from home.

You will no doubt have noticed an increase in newsletter communications from us. We will endeavour to provide you with updates on the stimulus or other measures impacting on business, superannuation or investments as soon as possible after any announcement. Please keep an eye out on your emails for these updates.

We understand that this is an uncertain and anxious time for a large number of people. Everything that we do is aimed at looking after the best interests and health of our clients and staff.


Client Meetings

Meetings are an integral part of our service. They help us build our relationship with you and understand your needs so that we can provide the best possible service to you.

We will continue to hold meetings with you, however in the current climate where possible they will not be face to face. Our default position will be to schedule all meetings either via phone or via a video link.


Source Documents

If you can please provide documents electronically via email or the MYOB Portal, it would be greatly appreciated. We do recognise that for some of you, you may not be able to do this. If this is the case, then please feel free to mail the documents or drop them in to the office.

Please see the section below for further detail on the MYOB portal.

We re-iterate, that if the provision of a document, in particular a signed document, is time sensitive, do not hesitate to drop this in directly to the office in person.


Signing of Documents

Where the law allows, we will be sending out documents for signature electronically via the MYOB portal.

Where we require a physical signature, we will either send the document to you electronically or by mail for you to sign and return. Alternatively, if the signature is time sensitive, the document may be held at reception for you to sign on-site.

If you are dropping in to sign a document at reception, please consider our Social Distancing policies as outlined below. We also ask that you consider bringing in your own pen.


Social Distancing

We are adhering to the social distancing guidelines, so please do not be offended if we do not stand directly next to you or make physical contact such as shaking your hands. We will also have hand sanitiser available for all staff and clients to use.


Working from Home

For most of the team we are currently transitioning to a working from home environment. This will be a learning curve for us all, so we ask for your patience as we resolve any initial teething problems.

All our staff are contactable via email or you can still phone reception and the call will be transferred to the staff member. As always, we will endeavour to get back to you as soon as possible.


MYOB Portal

The MYOB Portal is a secure encrypted portal whereby we can exchange documents electronically. The MYOB Portal also has eSignature functionality.

We have been using the MYOB Portal successfully with some clients now for a while.

Where we send you a document or other information via the portal, you will receive an email alert asking you to login. You can click on the link and login.

The following link includes instructions on how to setup your MYOB Portal Login, as well as how to upload documents and electronically sign documents.


If you cannot remember your login details, you may need to reset your password. You can do this from the login screen by clicking on the Forgotten your password? link.

If you require any assistance with the portal, please do not hesitate to contact us.



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