About This Webinar
Your clients know the deadlines are coming. They're counting on you to navigate every one of them correctly, on time, and without anything slipping through.

With six weeks until 30 June, this webinar walks through everything your practice needs to close out the financial year and set clients up for what starts on 1 July.

We'll also cover what your practice needs to get done for itself, including AML/CTF compliance obligations that carry fines up to $33 million if missed.

One session. Practical steps. Nothing theoretical.

What you'll walk away with:

  • A clear action plan for completing trust distributions and dividend statements before 30 June

  • A good understanding of Federal Budget impacts and what they mean for your clients

  • A repeatable tax planning process you can run across your entire client base before EOFY

  • What to do with outstanding FBT returns and where firms are still getting caught out

  • What to tell your clients about Payday Super changes taking effect 1 July

  • A step-by-step AML/CTF compliance checklist for your practice: AUSTRAC registration, staff training, and written policy, all due by 1 July
Presenters
  • 1710132343-3516c9f8d660ff38
    David Boyar
    General Manager, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
  • 1710132449-35c5d877d8ddf8c3
    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.