Zero to Mini Hero Program - Tax Nuggets Academy

Who's It For?

We've designed this program especially for these people in mind, but anyone is welcome to join.

Graduates & Interns

Give your grads the best start to their career. It covers the essentials, focusing on practical day-to-day compliance, so they can hit the ground running.

Offshore Teams

Level up your offshore team members to prepare basic income tax returns. It’s a great introduction to the Australian tax compliance system for offshore team members.

Junior Accountants

Need a refresher on how to prepare tax returns? Or need to cover some gaps in knowledge? Our program is practical, concise and comprehensive, including common return types.

What's Covered?

Forget lectures and endless theory—this program is built for action. Work through a family group case study to prepare Individual, Company, Partnership, and Trust returns using real-world materials like source documents, workpapers, and templates, with software demos and model answers to guide you.

Tax Compliance Basics

The tax system, income tax fundamentals and key processes & timelines

Preparation of Tax Returns for Individuals

Common assessable income, deductions and tax offsets, key individual tax issues as residency, PSI and more

Preparation of Tax Returns for Partnerships

Taxation of partnerships including spouses & rental properties, tax reconciliations and employment taxes 101.

Preparation of Tax Returns for Companies

Taxation of companies, carrying on a business—common income and deductions, dividends & franking, Division 7A and losses

Preparation of Tax Returns for Trusts

Legal and tax nature of trusts, present entitlement, distribution minutes, streaming, FTEs and more

Tax Administration & Professional Ethics

The Tax Agent Services Act, Ethics and tax administration basics including dealing with the ATO

The Big Picture & Tax Planning Basics

Group tax summaries, effective tax rates of the group, anti-avoidance—Part IVA and other integrity provisions

Want more details? Download the program curriculum.

Missed the Live Program?

The live program concluded on 20 March 2025. Missed it?

No worries! Subscribe to VIP or Teams to get access to all replays and resources. Check out all our plans & pricing.

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Testimonials

"Love Tax Nuggets!!! Everything was explained so clearly, with heaps of real-life examples and practical questions that actually make sense. Love the interactions, I’ve learnt so much!"

Amanda Blinco

Senior Client Manager, Catalyst Accounting & Tax

"I love the additional practical tips that the presenters imparted. I am not a newbie but I am always wanting to ‘test’ what I do know and to learn more. When I am in a position to bring on accounting staff I will definitely be putting them through this course - it was great!"

Michelle Ashton

Principal, Collaborate Business Advisors

"Slides were easy to follow. Any difficult terms were explained in detail. Always answered questions in real time or after the end of the session. Both presenters were a delight to listen to."

Bianca Masciulli

Manager, BlueSky Accounting

"Just great and educational."

Sherif Mikhail

Principal, Sherif, Dastur & Co

“Even as an experienced practitioner, some things you only encounter once a year so it's good to go over things each year. Both Vicky and Lisa do a wonderful job. Would highly recommend this course. Many thanks to you both.”

Julie Staples

Tax Consultant, Tamworth Tax Team

"Had relevant pro tips and examples about real clients and situations. Entertaining and engaging!"

Melanie Cranmer

Accountant, Wallace Vroulis Bond Chartered Accountants

"Loved that it discussed everything from start to finish for return preparation, especially the little things we miss sometimes."

Jaleen Bagon

Tax Accountant, Prosperity Advisers Group

<div class="editor-content"><p><span style="font-size: 1.25rem">Amanda Blinco</span></p></div>, <div class="editor-content"><p>Senior Client Manager, Catalyst Accounting & Tax</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Michelle Ashton</span></p></div>, <div class="editor-content"><p>Principal, Collaborate Business Advisors</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Bianca Masciulli</span></p></div>, <div class="editor-content"><p>Manager, BlueSky Accounting</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Sherif Mikhail</span></p></div>, <div class="editor-content"><p>Principal, Sherif, Dastur & Co</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Julie Staples</span></p></div>, <div class="editor-content"><p>Tax Consultant, Tamworth Tax Team</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Melanie Cranmer</span></p></div>, <div class="editor-content"><p>Accountant, Wallace Vroulis Bond Chartered Accountants</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Jaleen Bagon</span></p></div>, <div class="editor-content"><p>Tax Accountant, Prosperity Advisers Group</p></div>

Meet Our Instructor!

Meet Lisa Greig, our Captain Marvel of Tax!

Lisa is the Principal of Perigee Advisors, bringing over a decade of tax consulting experience, including time at KPMG.

As the owner of a boutique firm, she’s a hands-on leader passionate about sharing practical, real-world tax knowledge.

Lisa teaches undergraduate tax law at the University of Melbourne, volunteers at its Tax Clinics, facilitates the CA Program with CA ANZ, and presents for the Institute of Public Accountants.