Last updated: February 2026
Scale Suite Pty Ltd (ABN: 16 684 424 771) ("Scale Suite", "we", "us", or "our") provides embedded finance and human resource services to Australian businesses. These Terms and Conditions ("Terms") govern the use of our website (
www.scalesuite.com.au) and the provision of our services. By engaging Scale Suite or using our website, you agree to be bound by these Terms.
Scale Suite is a registered BAS Agent (Registration No. 26298194) with the Tax Practitioners Board and holds a Certificate of Public Practice with Chartered Accountants Australia and New Zealand. We are also a certified Xero Advisor. Liability is limited by a scheme approved under professional standards legislation.
1. Services
Scale Suite provides outsourced finance and human resource services to Australian businesses, including but not limited to bookkeeping, BAS preparation and lodgement, payroll processing, accounts payable and receivable management, financial reporting, fractional CFO advisory, strategic business advisory, HR consulting, recruitment support, and employee engagement services.
Our services are delivered on a fractional basis through our daily engagement model. Rather than dedicating full-time employees to your account, we allocate experienced team members across your operations on a daily basis, ensuring you receive consistent coverage and senior oversight without the cost of a full-time hire.
The specific services provided to you will be outlined in your personalised proposal or engagement letter, which forms part of these Terms.
2. Engagement and Proposals
Before commencing services, we will provide you with a personalised proposal or engagement letter detailing the scope of services, fee structure, and any specific terms relevant to your engagement. Where a signed engagement letter is in place, the terms of that engagement letter will prevail over these Terms to the extent of any inconsistency.
We reserve the right to decline an engagement at our discretion.
3. Fees and Payment
The fee structure for your engagement will be determined and agreed before work commences, as outlined in your personalised proposal or engagement letter. Our pricing is structured around monthly retainer packages, with fees varying based on factors such as transaction volumes, employee numbers, service complexity, and add-on selections.
Fees are payable monthly via GoCardless direct debit, unless an alternative arrangement is agreed in writing. A direct debit mandate will be established during onboarding.For pay-as-you-go engagements, where agreed, fees will reflect the scope and complexity of the work performed and will be invoiced accordingly.
All fees are exclusive of GST, which will be charged at the prevailing rate.
Overdue amounts may attract interest at 8% per annum, calculated daily from the due date until the outstanding balance is paid in full. We reserve the right to suspend services if fees remain unpaid for more than 14 days, with written notice.
4. Fee Reviews and Adjustments
Fees will increase automatically by 5% per annum on each anniversary of your engagement commencement date. In addition, fees may be reviewed if there is a material change in scope, including but not limited to significant increases in transaction volume, employee numbers, or the addition of new entities or service requirements.
Any scope-driven adjustment beyond the annual increase will be subject to written agreement with 30 days' notice. We will provide an updated proposal reflecting any revised pricing.
5. Your Responsibilities
To ensure a successful engagement, you are responsible for:
- Providing all requested information, documentation, and system access within specified timeframes
- Ensuring the accuracy and completeness of information provided to us
- Approving payments, filings, and other deliverables where required, within agreed timeframes to meet compliance deadlines
- Notifying us of any changes in your business that may affect the services, including changes in staff numbers, business structure, revenue streams, or operational processes. In particular, we ask for at least 30 days' advance notice of significant changes such as headcount increases of more than 20%, new entities, or material changes to revenue streams
- Nominating representatives to participate in our shared communication platforms for day-to-day engagement
- Complying with your obligations under relevant laws, including tax, payroll, and employment legislation
If information or approvals are not provided on time, we are not liable for any penalties, fines, or losses incurred as a result of delays caused by outstanding queries or late approvals.
6. Our Responsibilities
We will deliver services with professional care, diligence, and skill, in accordance with Australian accounting standards, BAS agent regulations, and relevant laws.
All BAS and payroll-related work is reviewed by a registered BAS agent before lodgement. As a minimum standard, all work is reviewed by at least two team members to ensure accuracy.
For full details on our professional standards, quality assurance program, and regulatory compliance, please refer to our Data Security and Compliance page at
scalesuite.com.au/data-security-and-compliance.
While we prepare and lodge BAS and other compliance documents, the legal responsibility for compliance with the ATO and other regulators rests with you as the client.
7. Communication and Service Delivery
Our engagement model is built around daily accessibility. We communicate with clients primarily through a dedicated Slack workspace, supplemented by email, phone, and video calls as appropriate.
We aim to respond to queries within 2 business days and action routine requests on the same business day where possible. These are service targets, not guarantees, and actual response times may vary depending on complexity and workload.
8. Third-Party Contractors
We may engage third-party contractors to assist with certain services, such as finance operations, software development, or specialised support. You authorise us to disclose information relevant and necessary for these contractors to perform their duties. We remain responsible for their conduct and service delivery, and all contractors are subject to strict confidentiality obligations.
9. Ownership of Documents and Data
Any documents, reports, financial models, reconciliations, board packs, process documentation, and other materials specifically prepared for you as part of your engagement are your property.
Your accounting software file (e.g., Xero) and all data it contains are your property at all times. You retain full administrator access to all your systems throughout the engagement.
Working papers, internal methodologies, templates, and tools that are proprietary to Scale Suite and not created specifically for your engagement remain the property of Scale Suite.
10. Intellectual Property
All work product created specifically for you during the engagement (including customised templates, tools, financial models, and reports) is your intellectual property.
Our pre-existing proprietary methodologies, systems, and tools remain our intellectual property. You may use any templates or tools provided during the engagement solely for your internal business purposes.
11. Confidentiality
We will treat all information provided by you or obtained in the course of delivering services as confidential. Confidential information includes all financial data, employee information, business strategies, board materials, and any other information disclosed to us in connection with the engagement, whether in written, electronic, or verbal form.
We will not disclose your confidential information to any third party except as required by law, as authorised by you, or as necessary to deliver the services (e.g., lodging documents with the ATO or ASIC).
All Scale Suite staff are bound by strict confidentiality clauses in their contracts, with breach subject to immediate termination. Our confidentiality obligations survive termination of the engagement indefinitely.
12. Cancellation and Termination
Either party may terminate the engagement with 30 days' written notice, effective at the end of the current billing month.
We may terminate immediately if fees are unpaid for more than 30 days or if you materially breach these Terms or your engagement letter. You may terminate immediately if we materially breach these Terms or your engagement letter and fail to remedy the breach within 14 days of written notice.
Upon termination, all outstanding fees must be paid in full, including for any partially completed month. We will complete an orderly handover of all documents, data, and processes within 60 days of the termination date, as further detailed in your engagement letter.
Upon termination, we will remove all Scale Suite team member access to your systems within 5 business days and confirm this in writing.
13. Directors Guarantee
If the client is a company, trustee, trust, or superannuation fund, the directors and/or trustees are personally responsible for any fees owed under the engagement. By entering into an engagement with Scale Suite, directors or trustees ("Guarantors") agree to guarantee payment of all fees owed and indemnify Scale Suite for any associated losses, expenses, or legal costs incurred in recovering outstanding amounts.
14. Limitation of Liability
To the maximum extent permitted by law, Scale Suite's total liability for any claim arising out of or in connection with the services is limited to the lesser of $100,000 or the total fees paid under the engagement in the 12 months preceding the claim.
We are not liable for indirect or consequential losses, including lost profits, business interruption, loss of data, or loss of opportunity, except where such liability cannot be excluded by law.
Nothing in these Terms limits liability for fraud, wilful misconduct, or breach of confidentiality.
15. Indemnity
You agree to indemnify Scale Suite and its officers, employees, and contractors against any claims, losses, damages, costs, and expenses (including legal costs on a full indemnity basis) arising from inaccurate information you provide, delays in your approvals, or your breach of these Terms.
16. Dispute Resolution
Any disputes arising out of or in connection with these Terms or the services will first be addressed through good-faith negotiation between the parties. If the dispute is not resolved within 30 days, the parties may proceed to mediation before initiating any legal proceedings.
17. Force Majeure
Neither party is liable for delays or failures in performing obligations due to events beyond reasonable control, including natural disasters, government actions, pandemics, or infrastructure failures, provided notice is given promptly. 18. Governing LawThese Terms are governed by the laws of New South Wales, Australia. The parties submit to the non-exclusive jurisdiction of the courts of New South Wales.
19. Privacy
Our Privacy Policy is available at
scalesuite.com.au/privacy-policy. By engaging Scale Suite, you acknowledge and agree to the collection, use, and disclosure of personal information in accordance with our Privacy Policy.
20. Website Use
The content on our website is provided for general information purposes only and does not constitute professional advice. While we make reasonable efforts to ensure accuracy, we do not guarantee that the content is complete, current, or free from errors.
You may not reproduce, distribute, or republish any content from our website without our prior written consent.
Our website uses analytics tools to improve user experience and analyse site performance. For details, please refer to Section 8 of our Privacy Policy.
21. Changes to These Terms
Scale Suite reserves the right to amend these Terms at any time. Updated Terms will be published on our website with the date of the most recent revision. Continued use of our services or website after changes are published constitutes acceptance of the updated Terms.
22. Entire Agreement
These Terms, together with your personalised proposal or engagement letter, constitute the entire agreement between you and Scale Suite in relation to the services. Where a signed engagement letter is in place, it prevails over these Terms to the extent of any inconsistency.
23. Severability
If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions continue in full force and effect.
24. Contact Us
For any enquiries regarding these Terms, please contact Scale Suite Pty Ltd at
hello@scalesuite.com.au.
