Combined: Monthly Tax Update (PDF only) & Monthly Client Newsletter

Format: PDF download only

A powerful combination of tax and superannuation information resources to help you stay current and to retain existing and attract new clients. Save $121 on the full price of the services when purchased separately! 

Monthly Tax Update

Frequency: 11 issues pa, available by the 10th of each month or next working day

Provides a practical explanation of materials issued during the preceding month, including: 

• Legislation
• Cases decided by the Courts and the AAT
• Rulings, determinations and interpretative decisions from the ATO
• Other Government and ATO announcements
• Preview content from the Dec 2011 - Jan 2012 edition, download: Company & Shareholder Issues chapter and Index

The Monthly Tax Updates builds month-by-month and means you are at all times -

• up to date and able to identify new tax planning opportunities
• aware of current ATO interpretations
• familiar with pitfalls which may harm the unwary
• able to minimise the compliance errors and able to render practical and effective tax advice
  

The main features of the Monthly Tax Updates include:

• Claim up to 16.5 CPD hours for 11 editions: 1 hr for notes and 0.5 hrs for video
• Optional: A 30-40 minute video presentation, by Roger Timms, addressing key points - see Roger in action here
• Quick links within the PDF to the ATO/Treasury or any other originating source
• Each issue includes a list of all new material issued in the month, with links back to the originating source
• Progressive Index of material issued in the calendar year, linked to original source (separate PDF)

Monthly Client Newsletter

11 issues pa, delivery by the first business day in the month (February - December)

Reap the benefits of giving something extra. TAI’s Monthly Client Newsletter makes it effortless to give your clients your own branded newsletter – stand out from your competitors and ensure your clients turn to you when in need of assistance.

Download a preview of the March 2012 edition

Download a preview of the April 2012 edition 

The BENEFITS of regular communications with your clients:

• Specifically produced with small or sole practitioner firms in mind. Stay top-of-mind for your clients for as little as $30 pm. Content is tailored to the needs of small business operators, individuals, contractors, sole traders, trustees, etc
• Content selected on relevance to above audience, and presented in non-technical language with sufficient detail to broadly explain each issue, while still encouraging the client to contact your practice for in-depth advice
• Relationship building - A very powerful marketing tool to promote your services and build loyal relationships with new and existing clients
• Saves valuable in-house resources that can then be refocused on income-generating activities

With the explosion of information online, it is more important than ever to stay in regular contact with your clients - here’s what you get:

• Monthly PDF consisting of 6-8 pages of topical and relevant tax and superannuation issues
• Newsletters are branded with your name and logo and ready to email (all you have to provide is your logo and short paragraph about your organisation and the newsletter)
• Cover email outlining all major points - use as is to distribute the newsletter, or tailor to your audience as required
• An FBT return checklist for the current FBT year (March edition)
• A special Federal Budget edition highlighting the major announcements 

Copyright information
*The newsletter content has copyright restrictions, which means that you may distribute articles to your clients only. Should you wish to distribute the newsletter beyond your client-base, please contact us.