Zero to Mini Hero Program

Help your newbies thrive with our tax compliance fundamentals program.

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Who's It For?

We've designed this program especially for these people in mind, but anyone is welcome to join.

Graduates & Interns

Give your grads the best start to their career. It covers the essentials, focusing on practical day-to-day compliance, so they can hit the ground running.

Offshore Teams

Level up your offshore team members to prepare basic income tax returns. It’s a great introduction to the Australian tax compliance system for offshore team members.

Junior Accountants

Need a refresher on how to prepare tax returns? Or need to cover some gaps in knowledge? Our program is practical, concise and comprehensive, including common return types.

What's Covered?

Welcome, Ethics & Tax Administration

Introduction to the program and case study, ethics, and tax administration

Tax Compliance Basics

The tax system, income tax fundamentals, and processes

Tax Returns for Individuals

Common income types & deductions, interactions with other entities in case study

Tax Returns for Partnerships

Overview of entity types, partnership tax reconciliation and distributions

Tax Returns for Companies

Overview of entity type, tax reconciliations, dividends & franking, applying losses

Tax Returns for Trusts

Overview of trust types, tax reconciliation, family trust elections, streaming distributions

The Big Picture & Tax Planning Basics

Group tax summaries, reading a trust deed, distribution minutes

Want more details? Download the program curriculum.

Testimonials

"Loved that it discussed everything from start to finish for return preparation, especially the little things we miss sometimes."

Jaleen Bagon

Tax Accountant, Prosperity Advisers Group

"Had relevant pro tips and examples about real clients and situations. Entertaining and engaging!"

Melanie Cranmer

Accountant, Wallace Vroulis Bond Chartered Accountants

"Even as an experienced practitioner, some things you only encounter once a year so it's good to go over things each year. Both Vicky and Lisa do a wonderful job. Would highly recommend this course."

Julie Staples

Sole Practitioner, Tax Agent

<div class="editor-content"><p><span style="font-size: 1.25rem">Jaleen Bagon</span></p></div>, <div class="editor-content"><p>Tax Accountant, Prosperity Advisers Group</p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Melanie Cranmer</span></p></div>, <div class="editor-content"><p><span>Accountant, Wallace Vroulis Bond Chartered Accountants</span></p></div>

<div class="editor-content"><p><span style="font-size: 1.25rem">Julie Staples</span></p></div>, <div class="editor-content"><p>Sole Practitioner, Tax Agent</p></div>

Meet Our Instructor!

Meet Lisa Greig FCA CTA GAICD, aka Captain Marvel of Tax!

Lisa is the Principal of Perigee Advisors, with over a decade of tax consulting experience, including at KPMG.

As the owner of a small boutique firm, Lisa is a hands-on superhero, diving into the daily operations of her practice. Her mission is to impart knowledge that’s not just technical, but practical, preparing her learners to tackle the real-world challenges of tax.

Lisa teaches undergraduate tax law at the University of Melbourne, where she volunteers at the Melbourne Law School Tax Clinics. She is also a facilitator in the CA Program with CA ANZ and regularly presents for the Institute of Public Accountants.

How Do I Access This?

The live program concluded on 19 March 2024. Missed it? Subscribe to VIP or Teams to get access to all replays and resources. Check out all our plans & pricing.

Experience each session’s replay in high definition, plus download case study resources, templates, and more to complement your learning.

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Help Your Team Thrive

The Zero to Mini Hero Program is included in our Team subscriptions at no additional cost.

Our Team subscriptions offer the best value and heaps of benefits, including access to replays and resources of all live events.

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