C.G.T. Reporter TRAINING
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Get the most from your CGT Reporter - book into a half-day workshop NOW
Imagine Bill Gates coming to your office to teach you how to use your Microsoft products. We don't send out a salesman with a training manual - we send out Warren Marshall, who WROTE the software, to personally teach you how to get the most from it!
Yet our workshops are an incredibly low $190 per head including GST - across Australia. And, for dedicated workshops at your own premises, pricing is a flat fee per workshop, which can be far lower again.
We've had over 800 attendees in our workshops since starting them in 2006.
Our workshop format is framed to meet your individual needs
We run a BASIC workshop, covering the features of the CGT Reporter and then concentrating on the basics of Worksheet data entry and information retrieval. The BASIC workshop is designed for those with no experience using CGT Reporter up to those who have had some modest experience with the CGT Reporter Worksheets. At the end of this workshop, you should be able to get the most out of the CGT Reporter database, and be able to take advantage of many features of the Worksheet System.
And we run an ADVANCED workshop, where we cover several worksheet techniques and strategies, and then concentrate on your own specific worksheet issues and how best to approach them.
Usually, we run BASIC workshops in the morning and ADVANCED workshops in the afternoon, allowing you to attend both workshops on the one day.
If you have some modest experience with the CGT Reporter Worksheets or a good grounding in tax accounting, we would recommend attending BOTH workshops.
BASIC WORKSHOP
Topics include:- Getting the most from the basics in C.G.T. Reporter – power that you didn't know was right in your hands
- Fast searches, even across a "wide area network"
- Dividends, Distributions, Capital Moves, June 30 Prices, Monthly Prices and more
- Quick links inside the CGT Reporter database
- Links to external data on the web
- Purpose-built calculators for demergers, stapled cost bases and trust tax componenets
- Source documents - no more hunting on the web
- Exports for import into other applications
- Maintaining your CGT Reporter - patches, data updates, importing and exporting worksheet clients
- Getting data into the worksheets – getting the system to work for you
- Getting maximum power out of the worksheets – different worksheets for different purposes
- Dividend and Distribution Worksheets - for Income Tax Returns
- CGT Worksheets - for Capital Gains , Capital Returns , Cost Base Calculations and more
- Superannuation Worksheets – for Superannuation Audit and Non-Super Valuations
- How to reconstruct your client's portfolio forwards or backwards in minutes
- Automatically calculating DRPs, share splits, consolidations, cash issues and more
- How to go from just a share sale and almost no other information, to a complete Capital Gains report in minutes
- Effortlessly updating your worksheet data from one year to the next
- Other strategies to get the most from our product for the least effort
ADVANCED WORKSHOP
Topics include:- Quick review of the powerful features of the Worksheet System
- Anticipated enhancements to the worksheet system over the next year
- How to use the CGT Worksheet to quickly get a cost base for a demerger, merger, takeover, etc.
- How to work with private companies and suspended shares in your clients' portfolio valuations
- How to use the CGT Worksheet to work out when the cost base has reduced to zero on a trust
- Working with stapleds - limitations, techniques and strategies
- Duplicating Client Portfolios
- Working with Pre-CGT holdings
- Other important strategies and techniques to supercharge your CGT Worksheets system
- THEN we tackle individual issues offered up by you and the other attendees
IN-HOUSE COMPANY-SPECIFIC WORKSHOPS
Why do an in-house workshop?- Combines much of the material of both workshops above into a cost-effective and time-efficient 5½-hour workshop at your premises
- Can be tailored to your own corporate needs
- Flat fee plus expenses can cut the price of training dramatically compared to sending individuals to the scheduled basic and advanced workshops
- Your accountants get the benefits of two workshops in one
- Your staff do not need to lose an entire day training
- You can train ALL your staff for the price of training just a few
- Establishes opportunities to adjust our software to better meet your needs
TRAINING SCHEDULE (subject to change) -
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SYDNEY - Late 2010 (TBA)
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SOUTH COAST NSW - Late 2010 (TBA)
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CANBERRA - Late 2010 (TBA)
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ADELAIDE - Late 2010 (TBA)
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BRISBANE - Late 2010 (TBA)
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MELBOURNE - Late 2010 (TBA)
PERTH - Late 2010 (TBA)
Sydney
- BONDI JUNCTION Basic Workshop - 9:15am to 12:45pm - Late 2010 (TBA)
- BONDI JUNCTION Advanced Workshop - 1:45pm to 4:45pm - Late 2010 (TBA)
- In-house Workshop At Client Premises - available by arrangement late 2010
Adelaide
- ADELAIDE Basic Workshop - 9:15am to 12:45pm - Wednesday NOVEMBER 4 - BOOK NOW
- ADELAIDE Advanced Workshop - 1:45pm to 4:45pm - Wednesday NOVEMBER 4 - BOOK NOW
- In-house Workshop At Client Premises - available by arrangement late 2010
Brisbane
- BRISBANE Basic Workshop - 9:15am to 12:45pm - Late 2010 (TBA)
- BRISBANE Advanced Workshop - 1:45pm to 4:45pm - Late 2010 (TBA)
- In-house Workshop At Client Premises - available by arrangement late 2010
Canberra
- CANBERRA Basic Workshop - 9:15am to 12:45pm - Late 2010 (TBA)
- CANBERRA Advanced Workshop - 1:45pm to 4:45pm - Late 2010 (TBA)
- In-house Workshop At Client Premises - available by arrangement late 2010
Melbourne
- MELBOURNE CBD Basic Workshop - 9:15am to 12:45pm - Late 2010 (TBA)
- MELBOURNE CBD Advanced Workshop - 1:45pm to 4:45pm - Late 2010 (TBA)
- In-house Workshop At Client Premises - available by arrangement late 2010
Perth
- PERTH Basic Workshop - 9:15am to 12:45pm - Late 2010 (TBA)
- PERTH Advanced Workshop - 1:45pm to 4:45pm - Late 2010 (TBA)
- In-house Workshop At Client Premises - available by arrangement late 2010
Regional NSW
- SOUTH COAST NSW Basic+Advanced Workshop - 9:15am to 3pm - Late 2010 (TBA)
- SOUTH COAST NSW Basic+Advanced Workshop - 9:15am to 3pm - Late 2010 (TBA)
- In-house Workshop At Client Premises - available by arrangement late 2010
Regional Victoria
- In-house Workshop At Client Premises - available by arrangement late 2010
Dedicated training at your premises? We can put together a workshop specially tuned to your corporate requirements - Ring to discuss and book in!
Please contact Warren Marshall on 02 9388-0963, with any queries or to schedule training.
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