In line with our ChangeGPS promise to keep our content updated to make your life easier - here are the major changes you will find in the Progress App for 2022 to date
Revised Meeting Agenda
The Annual Client Meeting is a crucial opportunity to demonstrate the value you have provided to your client over the past 12 months — and set the scene for the next 12 months.
We have revised the meeting agenda to facilitate a successful client meeting to:
- enable you to have real conversations about what your client's goals
- identify opportunities and define a clear strategy for the financial year ahead
- gain a deeper client understanding, enable you to better tailor your advisory – and win more work
New VPP Client email
Progress subscribers also now have access to the new VPP Client email - Annual Progress Meeting Offer & extended Annual Progress Meeting agenda available here
New Report Cover Page
The logo and prepared by details will be replaced by your global settings.
Updated Strategies & Recommendations for 2022
Individual Strategies
- Excess Private Health Insurance Rebate - Updated
- Government Super Co-contribution Eligibility - Updated
- Superannuation - Non-Tax Deductible Super Contributions - Updated
- Superannuation - Tax Deductible Super Contributions - updated Personal Super contributions details
- Temporary Full Expensing of Depreciable Assets - Updated
- Super Contribution Cap Changes - Removed
Company Issues & Recommendations
- Asset Protection for your Personal and Business Assets 🆕
- Professional Practices – Allocation of Profits 🆕
- Employee Superannuation - Updated
- Single Touch Payroll - New ATO reporting required from 1 July 2019 - Removed
Custom Cover Letter
Don't forget you can customise your own Cover Letter template used on the 4. Content tab of the report wizard eliminating the need to edit each individual report. Learn more
