A strong Tax Planning strategy allows you to take your clients beyond just tax reduction and provide them with all the benefits of Tax Planning. You also win because it lets you control your time better and provide well-considered advice.
Your Clients Win with
- Strategies to reduce tax
- Ensured compliance
- TaxFlow planning
You Win by
- Avoiding the "Quick Tax Chat"
- Controlling your time
- Growing your Practice
Get Ready to Rock Tax Planning Season
Unlock the true potential of Tax Planning—transform it from a routine task into a powerhouse for client satisfaction and practice growth. Watch this on-demand webinar that redefines Tax Planning, empowering you to secure more love from your clients while bolstering your bottom line.
Advanced Tax Planning Concepts
The Australian Tax Office (ATO) is looking into areas like Section 100A, Division 7A, and Professional Firm Profit Advice by a random selection process of tax agents and clients. So, every tax agent will likely get a random audit request for a small number of their clients, and this audit will cover everything.
If you haven't got your advanced Tax Planning concepts covered, you will be very exposed.
Division 7A
A payment or other benefit provided by a private company to a shareholder or their associate >> Read morePFP
Professional Firm Profits are impacted by PCG 2021/4, a practical compliance guideline >> Read moreSection 100A
Taxpayer Alert TA 2022/1 is aimed at identifying situations where trust income is funnelled to beneficiaries with lower tax rates >> Read moreDeep Dive into Advanced Tax Planning Concepts with our Advanced Tax Planning archive
Tax Planning Explored
- ARTICLE: Tax Planning Strategies - Navigate Beyond Just Tax Reduction
- GUIDE: 5 Ways to Make Tax Time Pay
- GUIDE: 5 Steps to Streamline and Systemise TaxReturn Time
- ARTICLE: Helping Your Clients Prepare for the ATO Division 7A Changes
- ARTICLE: It’s Tax Time, and Tax Planning Can Pay
- PRODUCT SHOWCASE WEBINAR: Tools to Rock this Tax Planning Season
- D&T WEBINAR: Key Tax Planning Systems
- PRODUCT SHOWCASE WEBINAR: Tools for Implementing Advanced Tax Planning Strategies
Start Winning Tax Planning for You and Your Clients
with ChangeGPS
TaxPlan allows you to
Engage Your Clients
in the Tax Planning process and prove the value of your advice using our templated emails.Standardise Tax Planning Methods
with the system, schedule and reports provided in TaxPlan.Look Professional
with automated tax plan report, including automated recommendations, that makes you look professional with little effort.We’ve developed the tools you need to help you navigate these changes with ease.
- Shift your Practice from the "Quick Tax Chat" provided for free to structured meetings that monitises your insights.
- Easily explain to clients the requirements and benefits of Advanced Tax Planning concepts, including Div7A, Section 100A, and PFP.
- Maximise profits from Tax Planning with pricing guidelines that ensure you're maximising profits.