C.G.T. Reporter & Annual Dividend Book

C.G.T. Reporter TRAINING

basic workshop | advanced workshop | in-house workshops | training schedule | further info

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 - even less if you send more people. 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 700 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 a few substantial 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 you didn't know was right in your hands
  • 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
  • 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 4-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)

Adelaide CBD

  • (deferred to 2009 due to scheduling issues)

Brisbane (close to CBD)

  • Basic Workshop Monday October 27 - 9:15am to 12:45pm - booked out (oversubscribed)
  • Advanced Workshop Monday October 27 - 1:30pm to 4:45pm - booked out (oversubscribed)
  • In-house Workshop At Client Premises Tuesday October 28- 4 hours of concentrated training - booked
  • In-house Workshop At Client Premises Wednesday October 29- 4 hours of concentrated training - booked
  • Basic Workshop Thursday October 30 - 9:15am to 12:45pm - places available - BOOK NOW
  • Advanced Workshop Thursday October 30 - 1:30pm to 4:45pm- places available - BOOK NOW

Canberra

  • Basic Workshop (t.b.a.) - 9:15am to 12:45pm - contact us if interested
  • Advanced Workshop (t.b.a.) - 1:30pm to 4:45pm - contact us if interested
  • In-house Workshop At Your Premises - 4 hours of concentrated training - ring NOW to book a session for your firm

Melbourne (CBD)

  • (rescheduled to December due to Melbourne Cup Week)
  • Basic Workshop Tuesday December 2 - 9:15am to 12:45pm
  • Advanced Workshop Tuesday December 2 - 1:30pm to 4:45pm
  • Basic Workshop Wednesday December 3 - 9:15am to 12:45pm
  • Advanced Workshop Wednesday December 3 - 1:30pm to 4:45pm
  • In-house Workshop At Your Premises Thursday December 4 - 4 hours of concentrated training - one dedicated session available - ring NOW to book this session for your firm
  • In-house Workshop At Your Premises Friday December 5 - 4 hours of concentrated training - one dedicated session available - ring NOW to book this session for your firm

Perth (Northbridge)

  • (deferred to 2009 due to scheduling issues)

Sydney

  • Basic Workshop Monday November 24 - 9:15am to 12:45pm
  • Advanced Workshops Monday November 24 - 1:30pm to 4:45pm
  • Basic Workshop Tuesday November 25 - 9:15am to 12:45pm
  • Advanced Workshops Tuesday November 25 - 1:30pm to 4:45pm
  • In-house Workshop At Your Premises - 4 hours of concentrated training - ring NOW to book a session for your firm

Regional NSW

  • In-house Workshop in Narrabri, with "public" seats - Wednesday November 19 - 11am to 4pm - a few seats available
  • In-house Workshop in Gunnedah - Thursday November 20 - 11am to 4pm
  • In-house Workshop At Your Premises - 4 hours of concentrated training - ring NOW to book a session for your firm

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.

addendum and erratum | worksheet tips | common problems | patches | contact us