Showing posts from December, 2018

The start to finish of writing great client advice

The Tax Institute expert Andy Milidoni breaks it down.
There’s no denying that providing exceptional client advice involves exceptional commitment of thought, time and energy. But if you don’t know the fundamentals, you’ll be hard pressed to attract new customers, and keep your existing ones happy.
“What I'm finding is that in practice students aren't always being shown the start to finish of writing advice,” Andy Milidoni, Partner at Johnson Winter & Slattery and CTA3 Advisory lecturer at The Tax Institute, points out.
“In the CTA3 Advisory subject, there's a lot of emphasis placed on the process of providing client advice. That's something students don't always see in practice.
“A lot of the comments I get from students is, ‘I wish someone had shown me that earlier. I know that's what I have to produce, but I don't always get shown that,’” he adds.
Andy has been practicing tax for almost 20 years across all aspects of revenue, law and trusts, includin…

3 ways to make an impact in tax

The Tax Institute expert Rae Ni Corraidh shares her tips and tricks for success in tax.
Rae Ni Corraidh is a tax adviser at the Knowledge Shop; an external advisory resource for firms that may not have their own tax expertise.
After working at big four companies for ten years in a specialist role, Rae moved to mid-tier firms in order to develop a broader range of tax skills , where she worked for another ten years. She has also been involved in teaching all of the core subjects of structured education programs at The Tax Institute over the last decade.
“Here I get to talk about tax all day long and not have to do time sheets. That's the fun part,” she laughs.
A highly experienced tax professional and teacher of tax, Rae has three tips for making an impact:
1. Keep abreast of change
“You have to invest the time in your own learning and in being aware of what's happening in tax,” says Rae.
“Whether you subscribe to tax updates or you log onto the Australian Treasury website on …

We’re thinking differently about tax education

Workplaces and the way we engage with the world around us is changing. Many tax professionals are not tied to a desk and are working with clients on site, providing advice, travelling and working remotely. When is there time to sit down and spend two hours per day studying? For many of us the answer will be not very often.
Helping tax professionals keep pace with rapid change To support busy tax professionals to keep pace with the ever-changing tax landscape, The Tax Institute has transformed the way it educates.
Advancing your career as a tax professional requires dedication and time. We recognise that you should have a learning experience that supports your preferred learning style, allowing you to access resources anywhere at any time, that is familiar, convenient and can fit naturally into your daily routine.
This new initiative advances our education offering into short, concise learning activity that can be accessed quickly and easily, allowing you to disseminate information ra…