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Training Courses

Training Courses

We offer a variety of courses on tax planning, business structures, and business benchmarks.

Classroom

Classroom training is currently available in Perth and Melbourne in February, May and October. Join our small group workshops (limited to 20 participants) to go through comprehensive training manuals and use the TaxFitness software to complete real life case studies.

Course Details Duration Cost Level
Tax Planning Made Simple  6 hours $330  Beginner and Intermediate 
Business Structures   6 hours $330  Beginner and Intermediate
Business Benchmarks   6 hours $330   Beginner and Intermediate
Tax Planning Mastery  6 hours $660   Advanced
*Swipe across to view all table data 

Click here to register your interest.

One-on-One Online Training

Receive one-on-one training through remote video access (Zoom) in the comfort of your own office or home. In addition to going through a comprehensive training manual and completing real life case studies, this training can be tailored to your specific requirements.

Course Details  Duration  Cost  Level 
 Tax Planning Made Simple 3 hours  $550  Beginner and Intermediate 
*Swipe across to view all table data 

Click here to book your training session.

Onsite Classroom Training - We'll Come to You!

For ultimate convenience we will come to your office and can train up to 4 staff members. This cost-effective training option is currently only available in Perth. In addition to going through a comprehensive training manual and completing real life case studies, this training can be tailored to your specific requirements.

Course Details  Duration  Cost  Level 
 Tax Planning Made Simple Intermediate 3 hours  $550  Beginner and Intermediate 
 Tax Planning Made Simple Intermediate 6 hours  $1,100  Beginner and Intermediate 
*Swipe across to view all table data 

Click here to book your training session.

Videos

Our videos provide practical tutorials on specific TaxFitness modules and features. All videos are complementary.

Upcoming Events



Workshop Outline

  • What is Tax Planning.
  • The 6 Step Tax Planning process.
  • Marketing and selling the service to clients.
  • Information gathering.
  • Tax Planning Strategies database.
  • Selecting Tax Planning strategies.
  • Tax Planning reports and presentation.
  • Client discussion and implementation.
  • TaxFitness software demo and tour.
  • Preparing 4 types of Tax Planning reports using the TaxFitness software.
  • 7 Tax Planning sins.
  • Keeping everything legal.
  • Fees and charging clients.
  • Case studies and group exercises.

Learn more about our upcoming workshops here.