• A clear action plan for completing trust distributions and dividend statements before 30 June


• A good understanding of Federal Budget impacts and what they mean for your clients


• A repeatable tax planning process you can run across your entire client base before EOFY


• What to do with outstanding FBT returns and where firms are still getting caught out


• What to tell your clients about Payday Super changes taking effect 1 July


• A step-by-step AML/CTF compliance checklist for your practice: AUSTRAC registration, staff training, and written policy, all due by 1 July

• What the budget actually means for your client: tax rates, thresholds, and any changes that affect individual taxpayers


• Property and CGT: whether the discount changed or not, and what to tell your property investor clients before 30 June


• Superannuation: budget measures plus the July 1 changes already legislated, including Division 296 and the SG rate increase to 12.5%


• Small business: what was in the budget, what wasn't, and why the silence matters as much as the announcements


• Confirmed vs in transit: a clear breakdown of what's law and what still needs to clear parliament


• Payday super: the quarterly cycle ends on 1 July 2026, what that means for your employer clients, and what they need to do now


• Live Q&A: bring your questions, the chat is open throughout

• The regulatory overlap Why the ATO and AUSTRAC are asking the same questions from different angles, and what that means for your firm before 30 June and 1 July.
  


• What the deed tells you How trust deed elements (trustee identity, director structures, beneficiary classes, and distribution powers) map directly to KYB verification requirements.
  


• Where firms get this wrong The most common gaps: unverified corporate trustees, broad discretionary beneficiary classes, and the misconception that KYB can wait until a distribution is made.


• Live demo: EngageAML A walkthrough of how EngageAML uses your trust structure to drive the KYB process — identity verification, beneficial ownership mapping, PEP and sanctions screening, and audit trail output.


• Live Q&A to answer your specific questions.

• How to create your AML/CTF policy


• What EngageAML handles for you vs. what remains your firm's responsibility


• What EngageAML platform and user training looks like


• EngageAML's built-in AML/CTF training module


• Soft skills your team needs to operate confidently under the new laws


• How to prepare your team to explain the changes to clients

• The current landscape: Why the administrative burden on Australian accounting firms is increasing and what firms doing this well have in common


• The solution: How ATO SmartDocs automatically processes and routes 600+ document types — running continuously in the background, without your team touching it


• Live product demonstration: See SmartBot, Report Writer, and Workflow Routing in action with real-world scenarios


• Getting set up for success: A practical walkthrough of the onboarding and configuration process so you know what to expect from day one


• Q&A: Your questions answered live by the ATO SmartDocs team

• Practice managers and principals at small to mid-size accounting firms


• Partners and senior accountants responsible for tax compliance workflows


• Operations and admin leads managing ATO correspondence across a team


• Anyone looking to reduce manual admin and scale their practice without adding headcount

• Work through the entity structure
• Identify every individual that must be verified
• Sets up your KYC process

• How to figure out who you're checking
• What check level applies based on the risk rating
• How to keep costs in check across your whole client base without cutting corners.

• Division 7A: Navigate the complexities of Div 7A, from the practical application of complying loan agreements, common compliance traps, and what advisers need to watch for when dealing with loans, payments, and debt forgiveness involving private companies.


• Professional Firm Profit Allocations (PFP): Unpack the ATO's guidelines on how profits are allocated from professional firms — including the application of the Practical Compliance Guideline (PCG 2021/4). We'll examine the risk assessment framework, and what advisers need to consider when reviewing profit allocation structures for professional practices.


• Section 100A: Trust distributions to family members can be straightforward in theory — but in practice, they're rarely simple. We'll work through the technical complexities of practical guidance on navigating grey areas so advisers can act with confidence when dealing with family group arrangements.

• David and Tim are real accountants with deep practical experience and a genuine passion for helping accountants deliver services their clients value


• We get straight to the point. It’s technical content you can apply straight after the webinar.


• We address the exact provisions the ATO is actively scrutinizing.


• We provide practical takeaways that you can apply directly to client engagements.

• The services classified as "designated" under Tranche 2 and what that means for your firm


• What an AML/CTF policy looks like for an accounting firm, not a bank


• What does Customer Due Diligence really require and how to conduct them without blowing up you workflow

Give us an hour of your time, and we’ll give you the inside track on how to avoid non-compliance and the hefty fines that could put most Aussie accounting firms out of business overnight.

There are plenty of people talking about AML & KYC, but this will be the most PRACTICAL web event for Aussie accountants in 2026.

PLUS : All attendees will receive a FREE ‘5 step Easy Implementation Plan’ to get your team AML sorted in minimal time.

With registration opening in just 6 days (1 March 2026), and compliance mandatory from 1 July 2026, you need to be planning your approach now (well, yesterday).

Join David Boyar and Timothy Munro to get a deep dive into the actual rules being applied for real firms, and learn:

• The easiest way to manage your initial and ongoing AML obligations
• The exact system you need to comply with all requirements – we will show it to you live!
• Why including Customer Due Diligence is a critical point of risk management
• How to include KYC compliance in existing workflows to minimise red tape and additional cost
• Why, how, and how much to charge clients for your admin time, and the costs of checking ID with external databases
• How to turn red tape into opportunity, and build the firm you always wanted

Aside from your FREE ‘5 step Easy Implementation Plan’ to get your team AML sorted in minimal time, you’ll get to see the all-new ChangeGPS Engage KYC product in action and learn how to:

• Conduct CDD checks from your engagement workflow
• View your firm's risk profile
• Keep track of services you think your clients need
• Get strategic about repricing while complying with KYC requirements