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Invoice Preview
TAX INVOICE
To:
11 Kendall Pl
KAREELA 2232
NSW
Australia
Invoice Number:ORC1044
ABN:11111111138
Reference Number:1336395
Issued:Jan 1, 2023
Due:Jan 2, 2023 (319 days overdue)
From:Assured Support
Suite 1, Ground Floor, 439-441 Kent St
Sydney
NSW
Australia
Based on the current service period, these details can be submitted to Xero to create the following invoices.
The line items for each invoice will be identical, but you can modify these through Xero if required to add additional services to a clients invoice.
Note These invoices will not be automatically sent out from the system at all, you will be able to email them out through Xero.
Issue
A Breach has been generated from this issue in the system with reference .
Visit the Breach module to update / edit this record.
Financial Tracking
Obligation Copy
Document
| Reference | Type | Title | Updated By | Last Update |
|---|
| Reference | Version | Created By | Actions |
|---|---|---|---|
| 30/03/2022 00:00 | 23/03/2022 - 01/04/2022 | 23/03/2022 - 01/04/2022 |
|
| 30/03/2022 00:00 | 23/03/2022 - 01/04/2022 | 23/03/2022 - 01/04/2022 |
|
Issues
Complaints
Conflicts
Asset Variance Approval
Product Approval
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Compliance Calendar
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Home
Your home page has been updated to include Regulatory Updates content along with a Compliance Calendar. If you are looking for your business dashboard you can still access it here.
You can always return back to the home page by selecting Return to Home from the main menu.
Notifications
Regulatory Updates
Calendar
Agenda
September 2023
23
Sep
23
Sep
October 2023
23
Sep
23
Sep
Agenda
September 2023
23
Sep
23
Sep
October 2023
23
Sep
23
Sep
Review History
Overview
| Experience | |
| Lapse Rate | |
| Revenue | |
| Status | |
| Manager | |
Pre-Vet
Review Themes
Operational Risk Indicators
Notes
Issues
| Not Started | |
| In Progress | |
| Completed | |
| Total |
Remediation
| Not Started | |
| In Progress | |
| Completed | |
| Total |
Conflicts
| Not Started | |
| In Progress | |
| Completed | |
| Total |
Complaints
| Not Started | |
| In Progress | |
| Completed | |
| Total |
Investigations
| Not Started | |
| In Progress | |
| Completed | |
| Total |
Specialist Accreditation
Authorisation Type
Coaching Notes
Non Standard Review History
Required Documents - Overview
| Ref | Document | ||
|---|---|---|---|
| a | National Police Check |
|
|
| b | Bankruptcy and Credit Check |
|
|
| c | Review of ASIC Registers (banned and disqualified) |
|
|
| d | Review of qualifications |
|
|
| e | Analysis of claims history |
|
|
| f | Review of CPD |
|
|
| g | Review of written references |
|
|
|
All Documents have been verified.
|
|||
Recent Tweets
| Asset Class | Mandate Weight (%) | Variance (%) |
|---|---|---|
| Australian Shares | ||
| International Shares | ||
| Property | ||
| Aust Fl | ||
| Cash | ||
| Total | ||
| *Warning: Total doesn't equal 100% |
Contacts
| Total: | xxxxx |
| Number | To | Date | Due Date | Paid | Due | Sent |
|---|---|---|---|---|---|---|
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo |
Unlinked contact
Not linked to Xero
Linked contact
Currently Linked to Xero Contact
53%
Adviser Updates
These topical webinars will provide your advisers with practical and engaging training that encompass advice process, advice quality and practical insights. These legal, regulatory and compliance updates will, as required, include external presenters.
40%
Annual Responsible Manager Workshop
These workshop/casestudies are collaborative training sessions designed to test, and develop, Responsible Managers\' practical understanding of the law, regulatory expectations and anticipated changes in a \'risk-free\' and confidential environment.
53%
Quarterly Responsible Manager Workshops
These quarterly workshop/casestudies are collaborative training sessions designed to test, and develop, Responsible Managers\' practical understanding of the law, regulatory expectations and anticipated changes in a \'risk-free\' and confidential environment.
53%
Adviser Training Plans
We will provide, monitor and maintain Adviser Training Plans customised to each adviser\'s authority, competence, education and authority.
53%
Ops Updates
These topical webinars designed for operational staff, focus on the practical consequences of, and considerations for, managing legal, regulatory and compliance requirements.
53%
Ongoing Support
Uncapped phone and email support to advisers and Licensees on compliance, advice and regulatory issues.
53%
Document Review
We will review your key regulated documents (SoA, RoA, FSG, FDS, OSA and Consent) to identify areas for improvement and confirm compliance with the applicable laws.
53%
Compliance Platform (Standard)
You will have access to our Compliance CRM, , that provides you with consolidated adviser details and the integrated registers (complaints, breaches, issues, conflicts) expected by Regulators.
53%
Compliance Platform (Professional)
You will have access to our regtech platform, , to provide the consolidated adviser details, compliance framework (risk and obligations), remediation and integrated registers (complaints, breaches, issues, conflicts) expected by Regulators. This Compliance CRM is interrogable, flexible and facilitates the reporting anticipated by ASIC (TMD and Complaints). In addition, the platform provides the Licensee with additional management reporting, task management and task tracking capabilities.
53%
Governance Support (Basic Needs)
In addition to the compliance platform (Standard), Assured Support representatives will attend one (1) internal meeting (Compliance Committee, Board, Responsible Manager, Management or Investment Committee) and provide you with an Obligations and Risk Register and a Training Register to help you manage your compliance obligations.
53%
Governance Support (Standard Requirements)
In addition to the compliance platform (Standard), Assured Support representatives will attend two (2) internal meetings (Compliance Committee, Board, Responsible Manager, Management or Investment Committee) and provide you with an Obligations and Risk Register and a Training Register to help you manage your compliance obligations. We will maintain, monitor and track these registers and provide you with regular reports on open and closed actions. In addition to providing uncapped phone and email support, we will also provide, and maintain, a Compliance Manual tailored to your business (and relevant tailored Licensee Standards).
53%
Governance Support (Professional Requirements)
In addition to us Chairing quarterly meetings (including preparing the agenda, keeping detailed minutes and facilitating internal reporting), we will provide you with access to the compliance platform (Professional Requirements). Further, your dedicated Account Manager will track actions and assigned tasks, monitor and report on CPD, compliance obligations and remediation as well as maintaining your key registers on (Incidents, Breaches, Conflicts and Complaints). In addition to uncapped phone and email support, your dedicated Account Manager will assist you with all ASIC notifications and lodgments. Further, an Assured Support representative is available to attend one (1) other internal meeting (Board, Responsible Manager, Management or Investment Committee) and provide you with an Obligations and Risk Register and a Training Register to help you manage your compliance obligations. We will maintain, monitor and track these registers and provide you with regular reports on open and closed actions. We will also provide, and maintain, a Compliance Manual tailored to your business (and relevant tailored Licensee Standards).
53%
Advice Assurance Reviews
A review considers issued advice (and supporting material) to assess the adviser\'s competency, conduct and compliance with the financial services laws.
53%
Advice Assurance Review (Pre-vetting)
A review considers advice (and supporting material) prior to issue to assess the adviser\'s competency, conduct and compliance with the financial services laws.
53%
AFSL Health Check
This high-level review of your compliance documents will assess whether, and to what extent, your current arrangements satisfy your legal obligations.
53%
Licensee Review
Our Licensee Review will provide you with a methodical, objective and considered assessment of your compliance, risk management and governance arrangements (including your advice documents and processes) against internal requirements and your legal and professional obligations. This detailed review of your culture, resources, structure, model, compliance frameworks and governance arrangements not only considers whether, and to what extent, your current arrangements satisfy your legal obligations but, by addressing operational effectiveness, provides you with an objective analysis likely to reassure Regulators, Insurers and other stakeholders that your business operates "efficiently, honestly and fairly".
53%
ACL Health Check
This high-level review of your compliance documents will assess whether, and to what extent, your current arrangements satisfy your legal obligations.
53%
License Application (Basic Needs)
We will assist you to prepare and submit your AFSL/ACL application (including liaising with ASIC) and secure your AFSL/ACL. We will assist you to prepare the documentation you require including the relevant proofs, compliance framework and FSG (or equivalent). The cost excludes disbursements and statutory fees.
53%
License Application (Standard Requirements)
We will assist you to prepare and submit your AFSL/ACL application (including liaising with ASIC) and secure your AFSL/ACL. We will assist you to prepare the documentation you require including the relevant proofs, compliance framework, tailored compliance manual and FSG (or equivalent). The cost excludes disbursements and statutory fees.
53%
License Application (Professional Requirements)
We will assist you to prepare and submit your AFSL/ACL application (including liaising with ASIC) and secure your AFSL/ACL. We will assist you to prepare the documentation you require including the relevant proofs, compliance framework, tailored compliance manual (including relevant Licensee Standards) and regulated documents including the FSG, SoA template, Letter of Engagement, FDS or Consent. We will also assist you to obtain AFCA membership, secure PI and appoint an auditor. The cost excludes disbursements and statutory fees.
53%
Responsible Manager Services
To assist you to develop, or maintain, organisational capacity (or satisfy regultory requirements) we can provide you with a Responsible Manager able to assume a significant role in your business for a pre-determined term. The proposed external Responsible Manager will be appointed subject to a formal service contract and no involvement in, or influence over, any other services we provide to you.
53%
Due Diligence (Adviser)
Prior to you appointing an adviser under your license, we will review a sample of their advice in accordance with our advice assurance process, to determine whether, and to what extent the adviser complies with the applicable laws and identify any process, advice or conduct issues that are, or suggest, significant issues. On the basis of our review, we will provide you with a formal recommendation and, if required, a detailed report.
53%
Due Diligence (Practice)
Prior to you appointing a corporate entity under your license, we will review a sample of the advice produced by their representatives in accordance with our advice assurance process, to determine whether, and to what extent the adviser complies with the applicable laws and identify and process or conduct issues that are, or suggest, significant issues. We will also consider the entity itself, its stucture, governance and promotional material. On the basis of our review, we will provide you with a formal recommendation and, if required, a detailed report.
53%
Due Diligence (Reference Checking and Information Sharing)
Prior to you appointing an adviser under your license, we will manage the reference checking and information sharing process required by the Refence Checking and Information Sharing Protocol. In addition to facilitating the bankruptcy and character checks, we will contact referees and former employers to provide an objective and arms-length review. On the basis of our review, we will provide you with a formal recommendation and, if required, a detailed report.
53%
Legal Services
As an integrated legal practice, we can provide you with a range of legal services including representation, formal advice or opinions on commercial or regulatory matters, draft and review contracts, initiate or respond to claims and actions, resolve disputes or provide complementary services subject to legal and professional privilege. Please be aware that the provision of legal services is subject to additional disclosure and additional requirements.
53%
Compliance Manual
With your active involvement, we will develop, and maintain, a Compliance Manual tailored to the nature, scale and complexity of your business that will assist you, and your representatives, to understand and satisfy your obligations and comply with the applicable laws.
53%
Licensee Standards
With your active involvement, we will develop, and maintain, Licensee Standards (policies and procedures) relevant to the nature, scale and complexity of your business and tailored to your needs. These Guidelines will assist you, and your representatives, to understand how you satisfy your obligations and what practical steps are necessary to comply with the applicable laws.
53%
Dispute Resolution
The expert team at Assured Support provides a variety of resources to help you find solutions, repair relationships, and assist you in the event that formal dispute resolution is unavoidable. Our multi-disciplinary approach and deep subject matter expertise, and our practical experience with ASIC guidance (including RG165 and RG271) mean that you'll be able to meet, or exceed, regulatory and consumer expectations.
53%
Remediation Support
Our resources, multi-disciplinary approach and deep subject matter expertise (combined with our practical experience with ASIC guidance (including RG256 and CP335)) mean that we are well placed to assist you to meet, or exceed, regulatory and consumer expectations for remediation programs.
53%
Platform Development
Specific recoding/redevelopment of in accordance with your needs and instructions. Each project will be supported by a separate work order/project quote and will require internal approval before work proceeds.
53%
Exclusive Live Events
Access to Assured Support live events that are held throughout the year.
| Asset Class | Mandate Weight (%) | |
|---|---|---|
| Australian Shares | ||
| International Shares | ||
| Property | ||
| Aust Fl | ||
| Cash | ||
| Total |
Total doesn't equal 100%
|
| Number | To | Date | Due Date | Paid | Due | Sent |
|---|---|---|---|---|---|---|
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo | |
| Mark | Otto | @mdo | Mark | Otto | @mdo |
Unlinked contact
Not linked to Xero
Linked contact
Currently Linked to Xero Contact
53%
Adviser Updates
These topical webinars will provide your advisers with practical and engaging training that encompass advice process, advice quality and practical insights. These legal, regulatory and compliance updates will, as required, include external presenters.
40%
Annual Responsible Manager Workshop
These workshop/casestudies are collaborative training sessions designed to test, and develop, Responsible Managers\' practical understanding of the law, regulatory expectations and anticipated changes in a \'risk-free\' and confidential environment.
53%
Quarterly Responsible Manager Workshops
These quarterly workshop/casestudies are collaborative training sessions designed to test, and develop, Responsible Managers\' practical understanding of the law, regulatory expectations and anticipated changes in a \'risk-free\' and confidential environment.
53%
Adviser Training Plans
We will provide, monitor and maintain Adviser Training Plans customised to each adviser\'s authority, competence, education and authority.
53%
Ops Updates
These topical webinars designed for operational staff, focus on the practical consequences of, and considerations for, managing legal, regulatory and compliance requirements.
53%
Ongoing Support
Uncapped phone and email support to advisers and Licensees on compliance, advice and regulatory issues.
53%
Document Review
We will review your key regulated documents (SoA, RoA, FSG, FDS, OSA and Consent) to identify areas for improvement and confirm compliance with the applicable laws.
53%
Compliance Platform (Standard)
You will have access to our Compliance CRM, , that provides you with consolidated adviser details and the integrated registers (complaints, breaches, issues, conflicts) expected by Regulators.
53%
Compliance Platform (Professional)
You will have access to our regtech platform, , to provide the consolidated adviser details, compliance framework (risk and obligations), remediation and integrated registers (complaints, breaches, issues, conflicts) expected by Regulators. This Compliance CRM is interrogable, flexible and facilitates the reporting anticipated by ASIC (TMD and Complaints). In addition, the platform provides the Licensee with additional management reporting, task management and task tracking capabilities.
53%
Governance Support (Basic Needs)
In addition to the compliance platform (Standard), Assured Support representatives will attend one (1) internal meeting (Compliance Committee, Board, Responsible Manager, Management or Investment Committee) and provide you with an Obligations and Risk Register and a Training Register to help you manage your compliance obligations.
53%
Governance Support (Standard Requirements)
In addition to the compliance platform (Standard), Assured Support representatives will attend two (2) internal meetings (Compliance Committee, Board, Responsible Manager, Management or Investment Committee) and provide you with an Obligations and Risk Register and a Training Register to help you manage your compliance obligations. We will maintain, monitor and track these registers and provide you with regular reports on open and closed actions. In addition to providing uncapped phone and email support, we will also provide, and maintain, a Compliance Manual tailored to your business (and relevant tailored Licensee Standards).
53%
Governance Support (Professional Requirements)
In addition to us Chairing quarterly meetings (including preparing the agenda, keeping detailed minutes and facilitating internal reporting), we will provide you with access to the compliance platform (Professional Requirements). Further, your dedicated Account Manager will track actions and assigned tasks, monitor and report on CPD, compliance obligations and remediation as well as maintaining your key registers on (Incidents, Breaches, Conflicts and Complaints). In addition to uncapped phone and email support, your dedicated Account Manager will assist you with all ASIC notifications and lodgments. Further, an Assured Support representative is available to attend one (1) other internal meeting (Board, Responsible Manager, Management or Investment Committee) and provide you with an Obligations and Risk Register and a Training Register to help you manage your compliance obligations. We will maintain, monitor and track these registers and provide you with regular reports on open and closed actions. We will also provide, and maintain, a Compliance Manual tailored to your business (and relevant tailored Licensee Standards).
53%
Advice Assurance Reviews
A review considers issued advice (and supporting material) to assess the adviser\'s competency, conduct and compliance with the financial services laws.
53%
Advice Assurance Review (Pre-vetting)
A review considers advice (and supporting material) prior to issue to assess the adviser\'s competency, conduct and compliance with the financial services laws.
53%
AFSL Health Check
This high-level review of your compliance documents will assess whether, and to what extent, your current arrangements satisfy your legal obligations.
53%
Licensee Review
Our Licensee Review will provide you with a methodical, objective and considered assessment of your compliance, risk management and governance arrangements (including your advice documents and processes) against internal requirements and your legal and professional obligations. This detailed review of your culture, resources, structure, model, compliance frameworks and governance arrangements not only considers whether, and to what extent, your current arrangements satisfy your legal obligations but, by addressing operational effectiveness, provides you with an objective analysis likely to reassure Regulators, Insurers and other stakeholders that your business operates "efficiently, honestly and fairly".
53%
ACL Health Check
This high-level review of your compliance documents will assess whether, and to what extent, your current arrangements satisfy your legal obligations.
53%
License Application (Basic Needs)
We will assist you to prepare and submit your AFSL/ACL application (including liaising with ASIC) and secure your AFSL/ACL. We will assist you to prepare the documentation you require including the relevant proofs, compliance framework and FSG (or equivalent). The cost excludes disbursements and statutory fees.
53%
License Application (Standard Requirements)
We will assist you to prepare and submit your AFSL/ACL application (including liaising with ASIC) and secure your AFSL/ACL. We will assist you to prepare the documentation you require including the relevant proofs, compliance framework, tailored compliance manual and FSG (or equivalent). The cost excludes disbursements and statutory fees.
53%
License Application (Professional Requirements)
We will assist you to prepare and submit your AFSL/ACL application (including liaising with ASIC) and secure your AFSL/ACL. We will assist you to prepare the documentation you require including the relevant proofs, compliance framework, tailored compliance manual (including relevant Licensee Standards) and regulated documents including the FSG, SoA template, Letter of Engagement, FDS or Consent. We will also assist you to obtain AFCA membership, secure PI and appoint an auditor. The cost excludes disbursements and statutory fees.
53%
Responsible Manager Services
To assist you to develop, or maintain, organisational capacity (or satisfy regultory requirements) we can provide you with a Responsible Manager able to assume a significant role in your business for a pre-determined term. The proposed external Responsible Manager will be appointed subject to a formal service contract and no involvement in, or influence over, any other services we provide to you.
53%
Due Diligence (Adviser)
Prior to you appointing an adviser under your license, we will review a sample of their advice in accordance with our advice assurance process, to determine whether, and to what extent the adviser complies with the applicable laws and identify any process, advice or conduct issues that are, or suggest, significant issues. On the basis of our review, we will provide you with a formal recommendation and, if required, a detailed report.
53%
Due Diligence (Practice)
Prior to you appointing a corporate entity under your license, we will review a sample of the advice produced by their representatives in accordance with our advice assurance process, to determine whether, and to what extent the adviser complies with the applicable laws and identify and process or conduct issues that are, or suggest, significant issues. We will also consider the entity itself, its stucture, governance and promotional material. On the basis of our review, we will provide you with a formal recommendation and, if required, a detailed report.
53%
Due Diligence (Reference Checking and Information Sharing)
Prior to you appointing an adviser under your license, we will manage the reference checking and information sharing process required by the Refence Checking and Information Sharing Protocol. In addition to facilitating the bankruptcy and character checks, we will contact referees and former employers to provide an objective and arms-length review. On the basis of our review, we will provide you with a formal recommendation and, if required, a detailed report.
53%
Legal Services
As an integrated legal practice, we can provide you with a range of legal services including representation, formal advice or opinions on commercial or regulatory matters, draft and review contracts, initiate or respond to claims and actions, resolve disputes or provide complementary services subject to legal and professional privilege. Please be aware that the provision of legal services is subject to additional disclosure and additional requirements.
53%
Compliance Manual
With your active involvement, we will develop, and maintain, a Compliance Manual tailored to the nature, scale and complexity of your business that will assist you, and your representatives, to understand and satisfy your obligations and comply with the applicable laws.
53%
Licensee Standards
With your active involvement, we will develop, and maintain, Licensee Standards (policies and procedures) relevant to the nature, scale and complexity of your business and tailored to your needs. These Guidelines will assist you, and your representatives, to understand how you satisfy your obligations and what practical steps are necessary to comply with the applicable laws.
53%
Dispute Resolution
The expert team at Assured Support provides a variety of resources to help you find solutions, repair relationships, and assist you in the event that formal dispute resolution is unavoidable. Our multi-disciplinary approach and deep subject matter expertise, and our practical experience with ASIC guidance (including RG165 and RG271) mean that you'll be able to meet, or exceed, regulatory and consumer expectations.
53%
Remediation Support
Our resources, multi-disciplinary approach and deep subject matter expertise (combined with our practical experience with ASIC guidance (including RG256 and CP335)) mean that we are well placed to assist you to meet, or exceed, regulatory and consumer expectations for remediation programs.
53%
Platform Development
Specific recoding/redevelopment of in accordance with your needs and instructions. Each project will be supported by a separate work order/project quote and will require internal approval before work proceeds.
53%
Exclusive Live Events
Access to Assured Support live events that are held throughout the year.
| Date | Coverage Period | Organiser | Type | Duration | Actions |
|---|
| Title | Template | Type | Owner | Actions |
|---|---|---|---|---|
| Loading... |
| Asset Class | Mandate Weight (%) |
|---|---|
| Aust Shares | |
| Int\l Shares | |
| Property | |
| Aust Fl | |
| Cash | |
| Total | *Warning: Total doesn't equal 100% |
| Number | Ref | To | Date | Due Date | Due |
|---|---|---|---|---|---|
| Mark | Otto | @mdo | Mark | Otto | @mdo |
| Mark | Otto | @mdo | Mark | Otto | @mdo |
| Mark | Otto | @mdo | Mark | Otto | @mdo |
| Mark | Otto | @mdo | Mark | Otto | @mdo |
| Mark | Otto | @mdo | Mark | Otto | @mdo |
Unlinked contact
Not linked to Xero
Linked contact
Currently Linked to Xero Contact [Xero Contact Id]
Review / Overview
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Review / Overview
Review / Advice Quality
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Review / Advice Quality
Review / File Quality
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Review / File Quality
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Review / Risk & Governance
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Review / Open Reviews
Observation / Overview
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Observation / Analyst Observation
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Observation / Prevet Observation
Observation / FASEA Observation
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Observation / FASEA Observation
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ASIC IDR Reporting
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Business / Licensee Overview
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People / Overview
APL / Overview
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APL / Classification Tracking
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Other / Service Matrix
Issues
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Archived: | xxxxx |
| Total: | xxxxx |
Active Issues
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Remediation
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Remediation
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Complaints
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Archived: | xxxxx |
| Total: | xxxxx |
Active Complaints
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Obligations
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Obligations
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Conflicts
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Conflicts
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
All Breaches
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Archived: | xxxxx |
| Total: | xxxxx |
Investigations
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Investigations
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
ExternalEngagement
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active ExternalEngagement
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Training Event
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Training Event
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Marketing
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Marketing
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Training
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Training
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
List
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Activity
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Coaching
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Cancelled: | xxxxx |
| Total: | xxxxx |
Active Coaching
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Compliance Manual
| Not Started: | xxxx |
| In Progress: | xxxxx |
| Completed: | xxxxx |
| Archived: | xxxxx |
| Total: | xxxxx |
Active Compliance
| Pending: | xxxx |
| Overdue: | xxxxx |
| Total: | xxxxx |
Changing your password regularly helps protect your online accounts by reducing the risk of unauthorized access and potential data breaches, especially if your password is compromised.
To make your account even more secure enable two-factor authentication.
Please Scan the QR code above.
Open your authentication app and scan the image before proceeding.
Two-factor authentication is a security feature that adds an extra layer of protection to your online accounts. It works by requiring not only your password but also a second form of verification before granting access.
Here's how it enhances your security:
- Even if someone obtains your password, they can't access your account without the second factor.
- The second factor is a unique code sent to your phone, making it difficult for unauthorized users to gain access.
- It significantly reduces the risk of unauthorized access and potential data breaches.
To boost your account's security, consider enabling two-factor authentication.
My Default Mail Account
Other Accounts Shared with Me
- General
Select a manager from the list below, to add / edit their relationships.
Use this area to link to Xero, note the linked account applies for all users that have access to the Xero data feed.
User Counts
| Assured Support: | 230 |
| Client: | 1 |
| Disabled: | 0 |
| Engagement Letter: | 0 |
| s: | 231 |
| Total Users: | 231 |
User Logins
| Unique user Logins in Last 24hrs: | 230 |
| Unique user Logins in Last 48hrs: | 1 |
Last 20 User Logins
| Username | Primary Business | Access | Business Access | Mail Accounts | People | Businesses | Issues | Breaches | Remediation | Investigation | Complaints | Obligations | Conflicts | Training | Coaching | External Engagement | APL | Reviews |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| robert@assuredsupport.com.au | Assured Support | Full | N/A | 1 | ||||||||||||||
| robert@assuredsupport.com.au | Assured Support | Full | N/A | 1 | ||||||||||||||
| robert@assuredsupport.com.au | Assured Support | Full | N/A | 1 | ||||||||||||||
| robert@assuredsupport.com.au | Assured Support | Full | N/A | 1 | ||||||||||||||
| robert@assuredsupport.com.au | Assured Support | Full | N/A | 1 | ||||||||||||||
| robert@assuredsupport.com.au | Assured Support | Full | N/A | 1 |
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Accounts
Folders
Tasks
Inbox
Things To Do
Doing
Done
On Hold
Waiting For Approval
Dead
s for Review
Pending
Scheduled
Completed
2022
| s to be Reviewed (not pending or scheduled this year) | |
| s with reviews pending allocation | |
| s with reviews scheduled (in-progress) | |
| s with reviews completed | |
| Total s |
Calendar
Review Yearly Distribuition -
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Files by Date / Status / Count by Reviewer
Key Contacts
Upcoming Reviews (Scheduled in the future 30 days)
Closed Reviews (Scheduled in the past 30 days)
Active Proposals
open_in_new| Expire in 30 Days | |
| Expire in 60 Days | |
| Expire in more than 60 Days | |
| Total |
Issues in last 48 hours
| Not Started | |
| In Progress | |
| Completed | |
| Archived | |
| Total |
Remediation in last 48 hours
| Not Started | |
| In Progress | |
| Completed | |
| Cancelled | |
| Total |
Breaches in last 48 hours
open_in_new| Not Started | |
| In Progress | |
| Completed | |
| Archived | |
| Total |
Complaints in last 48 hours
| Not Started | |
| In Progress | |
| Completed | |
| Archived | |
| Total |
Issues
| Not Started | |
| In Progress | |
| Completed | |
| Archived | |
| Total |
Remediation
| Not Started | |
| In Progress | |
| Completed | |
| Cancelled | |
| Total |
Breaches
| Not Started | |
| In Progress | |
| Completed | |
| Archived | |
| Total |
Complaints
| Not Started | |
| In Progress | |
| Completed | |
| Archived | |
| Total |