Julie is a sole tax practitioner accountant with mostly individual clients but also a handful of regular small business clients. The majority of her work is conducted from the office but she is also on site for about a quarter of most working months.
Julie takes up a Professional membership at $489 a year, which gives her access to the semi-annual updated digital Tax Summary, yearly subscriptions to The Taxpayer and The Contributor digital professional journals and more. She also gets member discounts on all CPD events such as webinars and seminars plus other products and services, which satisfies TPB requirements for professional development hours.
She particularly values the six helpline services that come with membership, which comes with the option, should she exhaust her allocation, to buy additional services. The fact that the Tax Summary is provided in digital format also means Julie can take the reference with her to client premises.
Julie says: “I can take the digital Tax Summary with me to my clients' premises, which is where I conduct about 25% of my work. I love the fact
that it explains the concepts so clearly through worked examples.
Keeping up CPD is easy too, the webinars are easy to slot into a working
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