FBT season shouldn't mean scrambling through spreadsheets or chasing client responses.

This webinar walks you through the ChangeGPS FBT System end to end — so your team knows exactly how to use it, and your clients understand exactly why it matters.

We'll show you how to move from hours of manual processing to a structured, repeatable workflow — covering the full suite of resources, workpapers, and report automation built into the system.
What we'll cover:

Who should attend:

Accountants, senior administrators, and practice managers responsible for FBT engagements — whether you're implementing the system for the first time or looking to sharpen your team's workflow ahead of the 31 March FBT year end.

By the end of this session, you'll be able to:

Run a complete FBT engagement in ChangeGPS — from client questionnaire through to lodgement — with the confidence that every return is compliant, every NIL is documented, and every client has been properly educated on their obligations.
  • Client education resources — how to use the FBT fact sheets and questionnaire to get accurate, complete responses from clients before you start the work
  • Workpapers — a guided walkthrough of the pre-built Excel workpapers across all benefit categories, so nothing gets missed
  • Value-Plan-Price email — how to scope, communicate and price your FBT engagement before work begins
  • Automated FBT Report and Declarations — how to generate a branded, professional client report and lodge declarations directly from the system
  • NIL return workflow — how to identify, document and confidently lodge NIL returns, including the service rejection letter for clients who don't proceed
  • De-risking your clients — how to use the system not just to complete work, but to protect clients from ATO exposure and protect your firm from liability

Details About the Webinar

Monday, 20/04/2026 · 11:00 a.m. Brisbane (GMT +10:00)
Cost: Free
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Who should attend?

The Account Holder should attend this session.

About the Speakers

1776235601-500810cb83b86d80 Cat Finch
Customer Success Manager

Cat Finch is a Customer Success Manager Team Leader for ChangeGPS at Access. Drawing on her background in consulting and experience as an Accountant, she has an understanding of where your practice has been - and where it's headed. She's focused on how ChangeGPS can bring value to you and your teams and support your long-term success.

1776235526-dfef7cdffc72e47d Tina Matham
Technical Success Manager

Tina brings over 15 years of accounting experience to the ChangeGPS team, including running her own successful firm. As a former firm owner, she understands the pressures and possibilities that come with building a practice. ChangeGPS played a key role in helping her streamline workflows, save time, and grow her business, and now she’s passionate about helping others do the same. Tina works closely with firm owners to ensure they’re getting the most out of ChangeGPS, so they can work smarter, boost profitability, and build firms that truly support their goals.

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