FBT 2025 – Providing FBT Services in Practice
Overview
Having an FBT Service offering for clients and individuals is now a must have!
Time to grow your practice, add value to your existing SME clients and attract new SME clients, by adding a pro-active FBT Service line offering.
FBT Compliance is no longer a nice to have or an optional service. All practices serving SME clients need to be proactive and not reactive when it comes to FBT Services.
Importantly, FBT Services are applicable to your SME business clients and individual (employee) clients. Don’t overlook this opportunity for your existing and new clients.
Many businesses struggle with FBT compliance, and therefore as your clients trusted adviser, you have an opportunity to:
- Educate your SME clients;
- Offer pro-active FBT compliance services;
- Offer strategic FBT advisory and consulting services; and
- Implement strategic Salary Packaging solutions
Learning Outcomes:
In particular attendees will be provided with:
- An understanding of why your practice should offer FBT Services
- Why overlooking this opportunity may result in losing clients
- How to demonstrate and add real value to your SME clients and prospective clients
- What FBT Compliance and Advisory Services can be provided to your business clients and how they can be provided
- What FBT Advisory Services can be provided to your individual (employee) clients and how they can be provided
- How to identify and sell FBT Advisory Services
- How to be pro-active with FBT Services
- Highlight the many key FBT exemptions and concessions available for your clients, including the unique FBT exemptions available to the SME sector
- An explanation of the key Salary Packaging opportunities for SME employer clients and their employees
Suited to:
This session is suited to all Tax Agents, Tax Practitioners and Accountants working in Practice.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – FBT 2025 – Providing FBT Services in PracticeVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Paul MatherFBT Salary Packaging Solutions
has over 30 years hands-on FBT, Salary Packaging and Employment Taxes experience across all industry sectors including large corporates, SME’s, Not for Profits and Local, State and Federal Government.
Paul helps employers to reduce risk, increase efficiency and maximise opportunities, by working with functional teams including Tax, Finance, Payroll, HR, Procurement, Legal, Risk and Fleet Management.
Paul works closely with Accounting firms to ensure they are proactively managing their clients FBT obligations and have a well structured “FBT Service Line” offering for clients, and Not-for-Profit organisations to ensure they have their FBT & Salary Packaging “House” in order.
Paul is an accomplished trainer and speaker on all areas of FBT, Salary Packaging and Employment Taxes. Paul delivers training in a practical and insightful manner.
Paul was also a member of the ATO’s former FBT Stakeholder Group (from 2005 to 2024).