What resources and features are available with the Core Lite Plan?

View the full list of Core Lite resources included in your plan, with everything you need to standardise your practice.

The main benefit of using Core Lite is to align and standardise your systems for scale and growth while immediately monetising your expertise with reports.

In addition to the resources listed below, the ChangeGPS Core Lite Plan includes the following useful modules:

• Dividend Statements
• Trust Distributions 
• Letters (Merge) & Collate Module: a library of best practice letters in Letters (Merge) and a handy collation tool for documents to merge reports or letters
• Select Templates & Resources

Detailed list of Core Lite Resources included: 

The following Core Resources folders are available containing useful templates, workpapers and system guides - see summary of available resources below :

Offer

Proposals & Quotes

• Fee Proposal Template with Terms which includes

• • 40+ Service descriptions 
  • Pricing Recommendations
  • Terms and Conditions

Engage

New Client Onboarding 

• Authority to Disclose Information
• Business Owners Checklist
• Ethical Clearance Checklist
• External Third Party Consent
• Financial Health Form
• New Client Evaluation Form
• New Client Information Form
• New Client Setup Checklist
• New Client Onboarding System

Marketing Plan

• 12 Month Marketing Plan

Deliver

FBT System and Workpapers

BAS & GST

• BAS Resource Guide
• BAS Summary Report
• BAS Workpapers
• Client Cashbook
• Xero Payroll YE Checklists

Business Advice

• Cash Flow Advisory and Pricing System
  
  • Email Offering Level 1 - Quick Chat
    Email Offering Level 2 - One way, 6 Month Cash Flow Plan
    Email Offering Level 3 - Actual v Budget
    Email Offering Level 4 - Data Backed Decision Making Tool
    Quick 12 Month Cash Flow Forecast & Scenario Planner

• Client Business Rebound System
  • Rebound Agenda No. 1 - Loss Non Sustainable
    Rebound Agenda No. 2 - Break-Even
    Rebound Agenda No. 3 - Trading Well
    Rebound Email No. 1 - Loss Non Sustainable
    Rebound Email No. 2 - Break-Even
    Rebound Email No. 3 - Trading Well

SMSF Admin

• SMSF Workpapers
• SMSF YE Report
• SMSF Annual Financial Statements and Admin Engagement Terms
• SMSF Financials Returns Resource Guide
• SMSF YE Questionnaire 

Tax Returns & Financials

Business Financial Statements & Tax Return System

• Business Group Workpapers
• Business Group YE Questionnaire
• Business Tax & Financial YE System

Individual Tax Return System

• Individual ITR Information Form
• Individual ITR Workpapers 
• Individual Tax Return System

Trust Distributions

• VPP Client Emails
• Trust Distribution Resolution System 
• Trust Deed Review Worksheet
• Checklist