423 | Identity Verification
Identity verification of clients is strongly recommended by the TPB, but not yet mandatory.
Posts
416 | How AI Boosts Your SMSF Processing
The challenge is to know what your software is now capable of thanks to AI. Ron Lesh of BGL tells you more in this interview.
415 | How Staff Benefits Helped StriveX to Grow
In this episode Rachel Harris of StriveX in the UK will tell you how team culture contributed to their phenomenal growth.
414 | How Social Media Helped StriveX to Grow
How social media helped StriveX to grow and how they manage to get so many referrals.
413 | How StriveX Grew from 50k to 1m in 3.5 Years
StriveX grew from GBP 50k to GBP 1m in 3.5 years - here is how they did it.
412 | Pipeline Walkthrough with Prime Partners
Here is a pipeline walkthrough with Prime Partners in Sydney to show you what other accountants are doing.
405 | Hubspot for Accountants
Hubspot for accountants - does that really work? Can Hubspot give us what we as accountants and tax agents need to run our practice?
404 | CRMs for Accountants
CRMs for accountants - what should we as accountants and tax agents look for in a CRM?
393 | Electronic Signature Questions
Which state law applies when you have people in different states? Do the DINs change anything? How do you check that a client matches the ID provided? All electronic signature questions you ever wanted to know you find in this episode.
392 | Legislative Framework of Electronic Signatures
The legislative framework of electronic signatures is confusing - to say the least.
386 | System of Agreement
A system of agreement wraps around an electronic signature. A signature never exists alone floating in space.
351 | Point of Sale Systems
Point of Sale and inventory management go hand in hand, but the focus is different, depending on what came first.
350 | Inventory Management Systems
In this episode let’s talk with Tony Harcourt of Rype in Sydney about inventory management systems, especially Cin7, Dear and Unleash.
331 | From PI over FYI and Suite to KarbonHQ
From PI over FYI and Suite to KarbonHQ - here is Amy Holdsworth with a helpful overview.
307 | ERP Questions
In our last episode with Jeri Wambeek of WAO Connect we discussed ERP systems with you. In this episode, let’s ask Jeri three listener questions about ERP.
306 | ERP Systems
ERP systems are different to Xero in four ways. Here is Jeri Wambeek of WAO Connect with the details.
291 | Inventory Management Software
Xero and Shopify come with inventory management software - a simple one, but one nevertheless. How far can they take you?
275 | Tax Software
Tax software doesn't get much limelight. But in this episode with Alan Fitzgerald it will.
258 | Tech Stack
Your tech stack can be a waste of money or can propel you to the next level. It all depends on how you built it to do what.
231 | App Integration
What does it actually mean when an app integrates with another app? Here are Jeffrey Atizado and Clinton Cowin with the answer.
230 | App Ecosystem
What should your app ecosystem look like? Here are Jeffrey Atizado of SMB Consultants and Clinton Cowin of TradiePad with some things to ponder.
229 | Insights of Cloud Integrators
Clinton Cowin of TradiePad and Jeffrey Atizado of SMB Consultants share their insights as cloud integrators.
209 | SEO Basics
SEO is all about your target clients finding your content on page 1 of Google. Rand Fishkin of SparkToro and previously Moz will tell you how.
171 | App Landscape
In this episode Chris Hooper of Accodex in Adelaide discusses the app landscape and how to choose the right apps for your practice.
170 | Accounting Automation
Just automate everything and put up your feet. Chris Hooper of Accodex in Adelaide puts some reality into this notion.
169 | Telling Cloud Stories
The cloud is full of stories which Heather Smith captures in her popular podcast 'Cloud Stories'. We asked her for more details.
168 | Writing Xero for Dummies
In this episode Heather Smith will tell you how she wrote 'Xero for Dummies' and what she learned along the way.
164 | Business Intelligence
Business Intelligence used to just be for the big end of town. But that is changing. Here is Cameron Lynch of Etani in Adelaide with more.
158 | Process Automation
Process automation might give you the control you seek as Tim Hoopmann of Spinn Business Solutions will tell you.
83 | Disregarded Small Fund Assets
A fund has disregarded small fund assets when a member's TSB in retirement phase exceeds $1.6m. Melanie Dunn of Accurium will tell you why this is relevant.
76 | Class SMSF Benchmark Report June 2018
The Class SMSF Benchmark Report 2018 looks at the effects of the super reform up to now. Here is Kevin Bungard of Class with the details.
70 | Future SMSF Practices
What will future SMSF practices look like? How will they grow and adapt? We asked Aaron Dunn of Smarter SMSF to give us an insight.
66 | Digital Financial Advice
We all need to decide where we stand regarding financial advice. One option is to engage a digital financial advice platform. Jim Hennington of ASAP has more.
54 | The Story of Class
The Story of Class is not just about Class. It is also a story about the SMSF industry and us. Kevin Bungard of Class will tell you how it all started.
53 | SMSF Update
The super reform is done and dusted, but some issues still raise their head. Daniel Mikhail of Partners Wealth Group will discuss those with you.
45 | Online SMSF Auditing Software
Online SMSF auditing software is the way of the future. Manoj Abichandani of onlinesmsfaudit.com.au will tell you why and how.
44 | Offshoring to the Philippines
Offshoring has a negative connotation. But it doesn't have to be this way. Mike O'Hagan of Mike's Buiness Tours will show you the options you have.
31 | Class SMSF Benchmark Report December 2017
The December 2017 Class SMSF Benchmark Report is a great read. Kevin Bungard of Class will share valuable insights with you.
27 | The Story of BGL
How did BGL start? Where is it now? And where to from here? Ron Lesh of BGL will take you from the past to the future.
14 | Events Based Reporting Turnaround
Events based reporting experienced an impressive turnaround. In this episode Ron Lesh of BGL will tell you how this came about.
Tax Talks
Tax Talks is Australia’s tax news podcast for tax professionals. Informative, entertaining and free.
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