About This Webinar
As we speed into 30 June The Access Group is here to help you navigate two critical tax agent workflows:-

1. Trust Distributions
2. Tax Planning

Join your host accountants David Boyar FCA and Chelsea Crawford for 45 minutes of CPD to learn:-
- Why you must have signed Trust Resolutions by 30 June
- How to avoid Part 4a with Tax Planning
- TASA Engagement obligations that de-risk your firm
- How to De-Risk your firm with Trust Distribution and Tax Planning Systems

Plus, stay to the end to find out about your unique Access Evo product bundles, giving you cash savings and efficient workflows.
Presenters
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    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.
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    Chelsea Crawford
    Professional Services Manager, Accountants
    Bachelor of Accountancy graduate with 5 years' experience in New Zealand, now thriving in the world of consulting. I began my journey with APS and currently have the privilege of managing the fantastic Accountants Team at The Access Group. Proud mum to a fun-loving 4-year-old, and in my downtime, you'll find me chasing sunshine, enjoying the beach, or camping across beautiful Queensland.
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    Simon Peterson
    Head of Sales, Accountants