Industry-Specific Requirements
📋 CPA/CA Credentials
Display your CPA Australia or CA ANZ membership. Post-nominals after your name (CPA, CA, FCPA).
📜 AFSL Number
If you provide financial advice, your AFSL number must be displayed prominently.
⚠️ General Advice Warning
Financial advisers may need a general advice warning or FSG reference in their signature.
🏢 Firm ABN/ACN
Include your practice's ABN and ACN. Required for tax compliance documentation.
Design Recommendations
- Colour palette: Navy blue, charcoal, dark green — colours that signal trust and stability
- Font: Georgia or Arial — conservative and reliable
- Logo: Firm logo with optional CPA/CA logo alongside
- Layout: Clean, structured. Avoid creative/flashy designs
- Disclaimer: Include confidentiality disclaimer for client communications
EOFY Banner Strategy
Accountants can use promotional banners seasonally:
- April–June: "Book your EOFY tax planning session" + calendar link
- July–October: "Tax returns now open — book your appointment"
- November–March: "BAS lodgement due [date]" or "Free tax planning consultation"
💰 Finance-ready: Our templates include AFSL fields, CPA/CA logos, and compliance disclaimers. Create your accountant signature →