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Maximise Client Service Opportunities through EOFY Tax Planning – 11th and 18th May
11 May 2016@ 12:30 pm - 1:30 pm
An event every week that begins at 12:30 pm on Wednesday, repeating until 18 May 2016
Are you using EOFY client meetings to add real value in the new financial year
It’s a sad fact that many EOFY meetings are often not structured in a way that takes real advantage of them. Certainly, tax planning is an essential part of any progressive firm’s client engagement program.
However, these meetings also provide you – the client manager – with real opportunity to add value in the new financial year through a more in-depth review of your clients’ financial situation, challenges and goals. This is what the advisory role is all about.
In this 2 part program, we’ll discuss how you can use the EOFY tax planning meeting to really open up conversations with your clients about their financial objectives and needs. We’ll then be reviewing key conversations you should be having with your clients in relation to the 2016 Australian Federal budget and current tax legislation.
Objectives of this program:
1. Show your accountants how to identify opportunities to add value to clients through review of YTD financials
2. Demonstrate to your clients the value of EOFY review with appropriate fee for service
3. Identify critical areas for tax planning in relation to the Federal Budget and tax legislation
4. Use the EOFY tax planning meeting as a bridge to a client discovery meeting for the NFY
Dale Crosby, Director of Business Aptitude and a specialist in client communication strategies, will present session 1 of this program.
Special presenter for session 2 is Glenn Frost, Partner at PWC. Glenn provides taxation advice for business owners and their families. He specialises in in structuring and asset protection using discretionary trusts, superannuation and other entities.
Glenn’s session will refer to the 2016 Australian Federal Budget and tax legislation
A link to the recording of the sessions together with a copy of the PowerPoint presentations will be circulated to all registrants.
Who should attend?
Principals, Partners, Managers, Accountants and Administrators of accounting firms.
Date: Session 1: Wednesday 11th May 2016. Session 2: Wednesday 18th May 2016
Times: 12.30pm – 1.30pm AEST
Fee: $220 inc GST per firm, per location
CPD: This program is eligible for 2 CPE / CPD Hours. A certificate will be provided on request.
Viewing Limits: Session recordings will be available to view for 3 months following the live session. Subscribers to the TBA Knowledge Library have unlimited access to recordings.
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