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All AML/CTF guides

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AML/CTF knowledge for BAS agents

Understand when bookkeeping, client-money, entity and transaction services move beyond routine BAS work into AML/CTF scope.

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Start with the foundation guide, then use the focused articles for the service, customer or control in front of you.

AML/CTF guide for BAS agents

A practical guide for Australian BAS agents deciding whether their services are regulated and building controls for any professional designated services they provide.

5 min read · Updated 2026-08-01

Bookkeeping versus designated services

How BAS agents and bookkeepers distinguish ordinary processing from client-money, entity, transaction and address services regulated under Australia's AML/CTF Act.

5 min read · Updated 2026-08-01

Payment authority for BAS agents

A detailed guide to fixed payment instructions, discretionary authority, client-bank access and the table 6 item 3 boundaries that BAS practices must assess.

5 min read · Updated 2026-08-01

Entity and address services

How BAS practices scope company and trust creation, legal-form restructuring, nominee arrangements and registered-office or principal-address services.

5 min read · Updated 2026-08-01

Small-business KYB for BAS agents

A risk-based entity due-diligence workflow for BAS practices providing designated services to companies, partnerships, trusts and sole traders.

5 min read · Updated 2026-08-01

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Use Cassandra AML to record service scope, CDD, ownership, risk, monitoring, reporting and program evidence for your practice.

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AML/CTF compliance workspace for Australian tax agents, accountants, lawyers, conveyancers, real estate professionals, trust and company service providers, and precious-metals and stones dealers — with designated-service decisions and review-ready records.

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