(08) 9337 4464
Search

Training Courses

Training Courses

We offer a variety of courses on tax planning and business advisory.

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 Advisory Made Simple  6 hours $330  Beginner and Intermediate
*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.

Tax Planning Made Simple

Tax Planning Made Simple breaks the tax planning process down into six easy steps. Each step is detailed with instructions, guidance, examples, resources and templates so you can start providing expert tax planning services to your clients. It is really about giving you the tools, so you can add value to your clients and save them tax.

Tax Planning Made Simple

Get your copy of 'Tax Planning Made Simple' here, or sign up to our free trial to be sent a free copy of the book.

 



Upcoming Events

Workshop Outline

  • What is tax planning.
  • The 7 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.