Are you currently engaging your business clients for FBT returns or trust distribution planning? If you are not - you should be!
During this session, Rebecca Mihalic FCA—Director at businessDEPOT—will share her expert tips, best practice, and know-how to streamline engagements for FBT and trust distribution planning, as well as the reasons why they are vital in mitigating risk for your practice and your clients.
About the session
Register to join this free CPD session to learn:
- Why and when you should engage your clients for FBT returns and Trust Distributions
- How to price FBT returns and trust distribution work
- How to educate your clients about FBT and Trust Distributions
- How technology can streamline your client engagement process and help you get paid for all your work this EOFY
Conditions for CPD points
CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.
CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.
IPA Members can enter their attendance to the webinar as structured CPD activity.
The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.
Speaker
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Rebecca Mihalic is a Fellow of the Chartered Accountants Australian and New Zealand and an Australian Registered Tax Agent. She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards and is now a director of businessDEPOT, the 2022 Multiservice Firm of the Year. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards
Host
Brendan Allen
Manager, Key Accounts Team | Ignition
Brendan is senior account manager at Ignition. He has worked with client portfolios in account management roles for 14 years and has developed strategies to help deliver the best value to his customers. He enjoys building rapport through delivering best practice techniques to help scale businesses that he works with. In recent years, Brendan has sharpened his skills in the accounting and professional services ecosystem with a particular focus on improving business to client relationships. He now heads up a team of seven account managers whose primary focus is partnering with professionals globally to help build successful client management processes.
AU
