Join us to explore our latest tax planning and trust upgrades!
We are excited to announce our latest updates, focused on delivering deeper tax-planning functionality and stronger, comprehensive trust reporting.
In this webinar, we will walk you through the latest platform enhancements designed to streamline your workflow, improve your reporting, and provide greater flexibility for your clients’ tax strategies.
What we will cover in this session:
- Upgraded tax planning process: Compare a base case against up to 5 distinct strategy scenarios.
- Enhanced AI strategy selection: Leverage smarter, AI-driven recommendations for your clients.
- Flexible reporting: Create reports with no strategies selected, or include selected strategies without applying tax planning.
- Trust streaming & minutes: Utilise new trust streaming functionality and save time with auto-generated trust distribution minutes.
- Deeper calculations: Access more detailed tax calculations directly within the tax planning report.
- Streamlined structure: Enjoy a cleaner report layout with Section 3 now consolidated into Section 2.
- Customisable presentation: Easily re-order strategies within the report to suit your presentation needs.
Register today to see these powerful new features in action and learn how to leverage them for your practice!
Date: Wednesday, 26 August 2026
Time: 12:00 pm AEST
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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2