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2015 Tax Planning Strategies – Federal Budget update with Glen Frost – 18th May 2015
18 May 2015@ 12:30 pm - 1:30 pm
Included in this program – A complimentary 2015 Budget Update session featuring Glen Frost, Partner, PwC. In this session, Glen will summarise the relevant May 2015 Federal Budget Announcements and provide feedback on how this will affect your clients. This session will take place on the 18th of May at 12:30PM AEST. For more information, contact us on 1300 883 789 (+612 9904 8400 for international)
How effective are your end of financial year client meetings?
Between April and June, partners and managers of accounting firms throughout Australia are meeting with clients to review their financial position, identify the need for tax planning and discuss their financial objectives for the new financial year.
It’s a sad fact that many of our EOFY meetings are often not structured in a way that we can take real advantage of them. Much of the focus is confined to tax planning, when in fact discussions could be so much broader, providing you – the professional – with a golden opportunity to get to know your client better.
In session one of this 2 part program, we’ll identify the key steps that your team should take to get the most out of tax planning for clients and for your firm. In session two, we’ll discuss how you can use the tax planning meeting to really open up conversations with your clients about their financial objectives and needs. We’ll then take you through the process of setting up the meeting, establishing the agenda, presenting recommendations, and leading an engaging discussion about the client’s goals, while identifying opportunities to add value with advisory services in the new financial year.
Objectives of this program:
1. How to use your staff to identify client needs in relation to tax planning
2. How to effectively demonstrate to your clients the value of tax planning
3. How to successfully bill your clients for tax planning
4. How to run a successful meeting with your clients
5. How to identify opportunities to provide advisory and other services through the end of year client review process
Special presenter for Session 1 will be Glen Frost Partner PwC Sydney
Dale Crosby, Director of Business Aptitude and a specialist in client communication strategies, will present session 2 of this program.
Please note that session 1 will refer to Australian tax legislation.
Who should attend?
Principals, Partners, Managers, Accountants and Administrators.
Fee: $200 + GST per firm, per location
Session Length: 1 Hour per session
CPD: This program is eligible for 2 CPE / CPD Hours. A certificate will be provided on request.
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