Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Please TICK the appropriate box/es to indicate why you are completing this form:
Letter of Agreement (current employment). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . complete Sections 1 and 2
Change of mentor details (current employment). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . complete Sections 1 and 2
Change of employment details (current & previous employment). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . complete Sections 1, 2 and 3
Out of approved employment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . complete Sections 1, 3 and 4
Application to be an Approved Training Employer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . complete Section 5
Please complete the relevant sections as ticked above, and return to the Institutes office (see page 7 for contact details). Please print in BLOCK LETTERS.
Please note: Incomplete forms may cause delays.
Mr
Mrs
Miss
Ms
Other
Family name
Preferred name
Date of birth
//
Address (home)
State
Postcode
Country
Email
Phone (home)
Mobile (personal)
Mobile (business)
Company details
Position title
Company name^
Department
Email
Phone (direct)
Street address
State
Reception phone
Postcode
//
Important note: If the terms/hours of employment have varied since
commencement with this employer, please provide details in a Service Letter.
Please contact the Institute for further information (see Section 6 for details).
1114-50 FORMS_CT-05 (11/14)
Country
Reception fax
Employment type:
Full time
Part time*
at
*Part time must be at least 17.5 hours per week and a minimum of three months
duration to be counted pro-rata towards the three (3) years required for membership.
Candidate name
Mr
Mrs
Miss
Ms
Dr
Department
Email
Date you commenced mentoring candidate
//
Are you working at the same company and site as the above-named candidate?
Yes
Please confirm your details on the website is up-to-date by ticking the box:
No
If No, please provide details of the external mentors company and candidates employer representative below:
Postcode
Country
Reception fax
Please note: where the mentor is external to the organisation, a representative from the candidates employer must also be nominated to sign the
Practical Experience Agreement below (e.g. Manager/Partner/GM/HR/CEO). Please provide details below:
Position title
Phone (direct)
Department
Mentors signature
It is important to note that mentoring will not be backdated where the mentor is external to the organisation.
I hereby confirm that I have read and understood the information contained in the Practical Experience
Agreement and Explanatory Notes in this Employment Details Form, and the information recorded herein
is a true record of my employment history.
Date
//
Employment Details Form | 2
Candidate name
Full time
Duration of
employment
Part time
//
to
at
//
Years
Months
Candidates position
Company name
Company
street address
State
Reception phone
Postcode
Country
Company fax
Mr
Mrs
Miss
Ms
Dr
Fax
* Note: Mentored employment is approved employment conducted under the supervision of an Australian Chartered Accountant or member of a fully recognised overseas body.
I certify that the above candidate was employed with this organisation
and mentored by a Chartered Accountant in accordance with the
Chartered Accountants Program Regulations (please refer to the
Chartered Accountants Program Regulations R1 in the Members
Handbook at charteredaccountants.com.au/handbook)
Mr
Mrs
Mentors
signature
//
Date
(Section to be completed by candidates previous HR or Manager if the mentor was external at the time of mentoring)
Miss
Ms
Dr
Family name
Position/title
Company name
Email
Phone (direct)
I certify that the above candidate was employed with this organisation
and mentored by a Chartered Accountant in accordance with the
Chartered Accountants Program Regulations (please refer to the
Chartered Accountants Program Regulations R1 in the Members
Handbook at charteredaccountants.com.au/handbook)
Employer
representatives
signature
Date
//
Employment Details Form | 3
Candidate name
Section 4 Out of Approved Employment (to be completed by mentor, and signed by both mentor and candidate)
Purpose of the Out of Approved Employment provision
To become a Chartered Accountant, in addition to passing the program
modules, you also need to complete three (3) years of approved
employment mentored by a Chartered Accountant. Some of this is
done before you start your modules. It is a requirement that you are
in approved, mentored employment while studying the modules.
(Mentors
full name)
I,
(Mentors member
body number)
There may be times when you are not currently employed while you
are studying a module, and so the Chartered Accountants Program
regulations allow you to undertake a maximum of two technical modules
(26 weeks) while out of approved employment.
(Module title)
Type
of contact
Frequency
of contact
Duration
of contact
Face to face
Weekly
30 minutes
You are required to nominate a mentor while you are out of approved
employment who will be available to provide guidance in your
module study.
Fortnightly
1 hour
Phone
Monthly
> 1 hour
Other
Candidates signature
Date
//
Mentors signature
//
Candidate name
Section 5 Application to be an Approved Training Employer (ATE) (to be completed by an authorised senior employer representative)
An ATE is an organisation that meets the Institutes standards for offering the type of work experience that fulfils the practical experience requirements of the
Chartered Accountants Program. An organisation must obtain Approved Training Employer (ATE) status before a candidate in their employ can be registered
for the Chartered Accountants Program. Note: Current employers with candidates in the program do not need to re-apply.
Employer details: Please provide employer details including all branch locations (if applicable) below:
Company name
(if applicable)
Institute Identification
Number (if known)
Trading/
Business name
ACN / ABN
Company
street address
State
Postcode
Country
Company name
(if applicable)
Institute Identification
Number (if known)
Trading/
Business name
ACN / ABN
Company
street address
State
Postcode
Country
Company name
(if applicable)
Institute Identification
Number (if known)
Trading/
Business name
ACN / ABN
Company
street address
State
Postcode
Country
Company name
(if applicable)
Institute Identification
Number (if known)
Trading/
Business name
ACN / ABN
Company
street address
State
Postcode
Country
Company name
(if applicable)
Institute Identification
Number (if known)
Trading/
Business name
ACN / ABN
Company
street address
State
Postcode
Country
Continued overleaf
Candidate name
meets the Institutes standards for offering the type of work experience that fulfils
the practical experience requirements of the Chartered Accountants Program.
In support of this application, I agree that the organisation will
(please cross each box):
Provide structured practical experience by establishing a documented
and regularly monitored work experience program for all candidates
undertaking their practical experience requirements for admission to
the Institute
Conduct a reasonable mix of accounting work, so the candidates can
obtain the appropriate range of practical experience
Provide appropriate resources and procedures to provide quality staff
development, including training
Full name
Position/title
Email (Business)
Signature
Date
//
Candidate name
assessment@charteredaccountantsanz.com
service@charteredaccountantsanz.com
OR
Phone
WEBSITE
charteredaccountants.com.au
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The Institute of Chartered Accountants in Australia. Formed in Australia. Members of the Institute are not
liable for the debts and liabilities of the Institute. ABN 50 084 642 571
Circumstance
Requirement
or
or
You have the same accounting role, employing organisation and mentor,
but have moved to a different organisation office/location.
* It is important to note that periods of approved employment will not be backdated where the mentor is external to the organisation.
For circumstances that fall outside the above, please contact the Chartered Accountants Service Centre on the details provided in Section 6 of this form.
Continued overleaf
Other resources
An organisation must:
Provide time during and outside working hours to enable candidates to
successfully complete the Chartered Accountants Program (Note: there is a
requirement for candidates to sit a final exam for each module on a Tuesday
morning and for them to attend three mandatory face-to-face workshops in
the final Capstone module. Each module offers other opportunities (usually
outside standard working hours) for candidates to attend face to face or
virtual presentations on specific topics.)
Provide sufficient access to members of the Institute who are willing to
act as mentors (Note: mentors are encouraged to have no more than four
trainees each at any one time)