We've had an amazing start to the year, with The ChangeGPS National Tour taking us to five cities in mainland Australia and the launch of our new Estate Planning & Asset Protection product, PROTECT.
In case you've missed it, PROTECT provides the opportunity for you to lead in the $3.5 trillion wealth transfer. Leverage PROTECT to fortify your role as a trusted advisor, safeguarding your clients' futures and cementing their financial legacies. Watch the PROTECT Walk Through on-demand webinar to find out more.
📣 What's New
- New [TaxPlan] New features and content updates for 2024 (Link)
- Update [PROTECT] Product Updates and Fixes for March 2024 (Link)
- New [Core Lite & Pro] FBT Resources, Workpaper and Schedule for Electric Vehicles
- Updated [Core Pro] 2023-4 Work From Home Diary Template
- Updated [Engage] Applicable Law setting for Western Australia
- See all the latest Product Updates
🍏 Resources for this Month
Here are the tools to get you through the coming month.
📝 Professional Firm Profit Allocation (with TaxPlan Advance)
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Follow the System - Professional Firm Profit Allocation for a streamlined workflow
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Elicit client support with the VPP Client Email - Tax Advice - Professional Firm Profit Allocation
🍥 Fringe Benefits Tax (with Core)
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Educate clients with
- De-risk your Practice by acknowledging any declines with the FBT10 - Client Letter - Rejection of 2024 FBT Return Offer
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Capture the relevant information from your clients with
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Calculate reportable FBT using
📲 Tax Planning (with TaxPlan)
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Provide your staff with training and a clear implementation processes using
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Help your clients plan ahead with the VPP Client Email - 2024 Year End Game Plan
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Approach and educate clients about tax planning with
✏️ Trust Distribution & Section 100A (with Core and TaxPlan Advance)
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Prepare the team for trust distributions before 30 June
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Discuss the System - Trust Distribution Resolutions
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Review the Trust Deed Review Worksheet
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Share the Training Guide for S100A & Trust Distribution Advice
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Educate clients with the VPP Client Email - S100A and Trust Distribution Resolutions
🗂️FBT & EVs
The Electric Vehicle FBT exemption is now law, and the tools in ChangeGPS incorporate it.
Under the FBT resources in Core, you can find:
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Updated Workpaper with an EV worksheet tab,
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EV Fact Sheet,
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EV Schedule for clients,
And soon, the FBT Report & Decs will include Electric Vehicle options and content.
Watch the on-demand webinar to learn more.
📗 Upcoming Events
[Firm Leadership] The System to Smash Out Complex Tax Planning in 2024
Mon 25 Mar || 1pm AEDT
PFP, S100A and Div7A are not going away - are you putting your Practice at risk by not providing this advice? Join this webinar to learn the system that can improve your client relationships. REGISTER NOW
[User Training] How to Make the Most of Each Tax Planning Report
Thur 28 Mar || 1pm AEDT
See how the tools in ChangeGPS can help you provide a better customer experience and boost your bottom line. SIGN UP
✅ Tip of the Month
Considering changing your domain name?
If you are considering changing your company’s domain and email addresses, please let us know via a Support Request.
All ChangeGPS accounts require an active domain and matching email addresses for all users. Keep us informed if you plan to make changes, as all requests for member account changes are required to be verified by the primary account holder. After that we can update your account details for you quick smart.
More Love. More Time. More Profit.
The ChangeGPS Team