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Become Tax, SMSF and FWP Legends now -

We are releasing Tax Guru (beta testing)- a legal AI advice tool focused on legislation, ATO rulings and cases that takes the hard work out of delivering taxation advice, drafting client emails, handling queries, preparing letters of advice and drafting important articles and blogs that will make you look a dynamo to your clients. The key benefits are

  • firm wide access to the top AI tax mind in Australia

  • enables your firm to do what top tax consultants take weeks to do BUT in a matter of minutes and sometimes seconds

  • covers all major taxation issues with a general roll out now and hardcore specialisations to come including Div7A, CGT, SMSF, International Taxation, Restructuring and Superannuation


The exclusive session for SAPEPAA members is on Tuesday 1 July 2025 at 1pm AEST and will feature a live demonstration where you get to keep all the precedents that are built as a bonus. Furthermore Michael Jeffriess will be talking about where to SMSF Guru is going to including tax scenarios across all structures, family tax averaging and much more. Grant Abbott will show how to do a Div 7A email for clients, a strategy paper on CGT small business restructuring and also a private binding ruling on nil interest loans to children from a discretionary trust - all three within the space of minutes.



Also for SAPEPAA advisers we will show you how to do SMSF and FWP proposals for clients, turn SMSF contravention notices into immediate revenue, get clients to upgrade SMSF trust deeds and do their SMSF Will (and why it is better than a BDBN) plus succession, the Protector and so much more - all things SAPEPAA.


Plus we will be discussing the new paradigm in training where participants/students act in concert with an AI agent to learn, build and implement immediately - at a faster pace than ever seen before instilling confidence, leadership and staking a pre-eminent stake in the SAPEPAA advice arena.


A new world awaits where you are a Tax, SMSF and SAPEPAA superhero right now!

 
 
 

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