Nominate LMS – Client Agent Linking

–> ATO Online Services for Business Nominate LMS Advisory as Your Tax Agent Getting your tax affairs in order starts with one simple step — authorising us to act as your registered agent. It takes less than 10 minutes online, and we’ve put this guide together to walk you through every stage with confidence. Registered…

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ATO Online Services for Business

Nominate LMS Advisory as Your Tax Agent

Getting your tax affairs in order starts with one simple step — authorising us to act as your registered agent. It takes less than 10 minutes online, and we’ve put this guide together to walk you through every stage with confidence.

Registered Agent Number

78858000

Agent Name

LMS Advisory Pty Ltd



Important — You Need to Complete This Step Yourself

The ATO requires you to personally authorise your agent — this is a security measure designed to protect your tax information. We can’t initiate or complete the nomination on your behalf, but we’re here to guide you every step of the way. Just get in touch if you’d like support.

💡 Before You Begin

You’ll need your Tax File Number (TFN) to nominate us for the Income Tax role. Have it ready before you start — and if you’re not sure where to find it, we’re happy to help.

Step-by-Step: How to Authorise Your Agent


1

Set Up Your myGovID  Skip if you already have one

  • Download the myGovID app from the App Store or Google Play.
  • Follow the prompts to set up your account using your personal details.
  • Choose either a Strong or Standard identity strength. A Strong identity allows you to complete more steps online.

Already have a myGovID? Go straight to Step 2.

2

Link Your myGovID to Your ABN in the Relationship Authorisation Manager (RAM)

  • Log in to ram.gov.au using your myGovID.
  • Select Link my business and follow the prompts.
  • If your ABN is already linked in RAM, go straight to Step 3.

Note: If you have a Standard myGovID or are a primary person not listed in the Australian Business Register, you may need to contact the ATO to complete this step — call 13 28 66.

3

Log In to Online Services for Business

  • Visit ato.gov.au/OSB and select Log in.
  • Use your myGovID credentials to access the portal.

4

Nominate LMS Advisory Pty Ltd as Your Agent

  • From the home page, select Profile, then Agent details.
  • Under Agent nominations, select Add.
  • On the Nominate agent screen, select Search for agent.
  • Enter our Registered Agent Number: 78858000.
  • Confirm that the agent details show LMS Advisory Pty Ltd.
  • Complete the Declaration and select Submit.
  • You’ll receive a confirmation — please save or print it as a PDF.

Nominate us for all applicable accounts — Income Tax, GST, FBT, and Superannuation. If any entity is missing from your list, call the ATO on 13 28 66.

5

Let Us Know You’re Done

  • The ATO doesn’t notify us automatically when you nominate.
  • Once you’ve submitted, please contact our office to confirm.
  • You’re welcome to send us a copy of your nomination confirmation PDF.

Our Registered Agent Number

78858000

LMS Advisory Pty Ltd

This number is publicly searchable on the ATO’s Tax Agent Register. Verify it at tpb.gov.au/public-register before submitting your nomination.

Which Accounts to Nominate Us For


Account TypeWho This Applies ToNominate Us?
Income TaxAll individuals, companies, trusts and partnershipsYes — always
GSTBusinesses registered for GSTYes — if registered
FBT (Fringe Benefits Tax)Employers providing fringe benefits to staffIf applicable
SuperannuationEmployers and self-managed super funds (SMSFs)If applicable

Prefer to Do This Over the Phone?

You can also complete the nomination by calling the ATO directly. Here’s what you’ll need:

  1. Call 13 28 66 and select Option 1 (Online Services for Business).
  2. Verify your identity — you’ll need your full name, date of birth, and personal Tax File Number (TFN).
  3. Provide our Registered Agent Number 78858000 for each entity you want to nominate us for.
  4. Contact our office once you’ve completed the call so we can confirm the nomination is active.

Helpful Resources


📋

Official ATO Step-by-Step Guide

The ATO’s detailed walkthrough with screenshots for each stage of the nomination process.

ato.gov.au/CALsteps

🔗

Agent Nomination Process

The ATO’s full explanation of why client-to-agent linking exists and how it protects your tax information.

ATO Agent Nomination

📱

Set Up myGovID

Download the app and set up your myGovID digital identity — your gateway to government online services.

mygovid.gov.au

🏢

Relationship Authorisation Manager

Link your myGovID to your ABN and manage who is authorised to act on behalf of your business.

ram.gov.au

🔍

Verify Our Agent Registration

Search the Tax Practitioners Board public register to verify our registration details before nominating.

tpb.gov.au/public-register

💼

Online Services for Business

Log in to the ATO’s portal to manage your tax and super obligations and complete your nomination.

ato.gov.au/OSB

Frequently Asked Questions


Why do I need to do this myself? Can’t LMS Advisory do it for me?

The ATO introduced client-to-agent linking in 2023 to protect taxpayers from fraud. It requires you to personally authorise your agent — we cannot initiate or complete the nomination on your behalf. This is a security measure, not an inconvenience, and we’re here to support you through every step.

I have multiple entities (company, trust, SMSF). Do I need to do this for each one?

Yes. The nomination is per entity, so you’ll need to nominate us separately for each ABN you’d like us to manage. If an entity doesn’t appear in your list during the online process, call the ATO on 13 28 66 — they can assist.

What happens if I make a mistake during the nomination?

Don’t worry — contact our office and we’ll help you sort it out. The ATO’s Online Services for Business line (13 28 66) can also assist if you encounter any errors during the process.

How long does the nomination take to become active?

Nominations are typically processed immediately. However, please notify our office once you’ve submitted — we’ll confirm on our end that the nomination is visible in our systems.

Is it safe to enter my TFN or ABN during this process?

Yes. You’re entering your details directly into the ATO’s own secure online portal (ato.gov.au) or speaking with an ATO operator. LMS Advisory will never ask you to provide your TFN or ABN via email or phone — if someone claiming to be us asks for this, please contact our office immediately.

We’re Here to Help

If you run into any issues or have questions along the way, reach out to our team. That’s what a genuine partnership looks like — we’re with you beyond compliance.

📍 Level 6, 91 George St, Parramatta NSW 2150

📞 02 9891 9333



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