Tax Planning Bootcamp: Getting Started with Tax Planning

Get fit for tax planning season in Part 1 of this 3 part series. Learn the 10 Steps to tax planning nirvana with a practical case study and demos of TaxFitness software, so you can deliver great tax planning strategies and services for clients.

In this session, we cover:

• What is tax planning?​

  • Benefits of tax planning

  • ​Tax planning vs Tax avoidance​

• Case Study: Donald Duck Family Group​

• Introducing the tax planning process: 10 Steps​

• Step 1: Systems and practice integration​

  • Systemising tax planning​

  • Failing to integrate​

  • Checklists – Interview, Quality control​

  • Australian tax planning tools​

• Step 2: Information gathering​

  • Interview checklist​

  • Essential client information​

Date recorded: 5 May 2025