Course curriculum

  • 1
    Welcome to Platinum Accounting Australia (PAA)
    • Live Program Induction Session
  • 2
    Business Success Blueprint
    • Business Success Blueprint
  • 3
    🚩Part A: Marketing
    • Platinum AI Practice Marketing Engine🔥
    • Best Practice Guideline (90-Day Marketing & Sales Plan)
    • Disclaimer for All Your Marketing Channels
  • 4
    1. Marketing Email Template
    • Week 1: Individual Tax Return (ITR) Service - 1st round email - Template
    • Week 1: Individual Tax Return (ITR) Service - 1st round SMS - Template
    • Week 2-5: Individual Tax Return (ITR) Service - 2nd round email - Template
    • Week 2-5: Individual Tax Return (ITR) Service - 2nd round SMS - Template
    • Week 2-5: Phone Script - Book in free consultation
    • Week 6-9: 1 to 1 to Individuals - Salary Only
    • Week 6-9: 1 to 1 to Individuals - Sole Trader
    • Week 6-9: 1 to 1 to Individuals - Individuals with Investment Properties
    • Week 10-12: 12 Value Adding Articles - Nurture Sequence
  • 5
    2. Marketing Foundation Training
    • 1. Client Engagement
    • 2. Facebook Campaign
    • 3. Social Media Marketing (1 of 3)
    • 3. Social Media Marketing (2 of 3)
    • 3. Social Media Marketing (3 of 3)
    • 4. Sales Technique
    • 5. Enquiry Management
    • 6. Creating Your Product
    • 7. How to engage freelancer on Airtasker
    • 8. Professional Networking
    • 9. LinkedIn Marketing
    • 10. Price v Value of your services
    • 11. How to prepare for the coming tax season
  • 6
    3. Marketing Live Training
    • Niche and Message Clarity (February 2026)
  • 7
    🚩Part B: Sales
    • Platinum AI Client Conversion Prep Pro🔥
    • Platinum AI Engagement Wizard🔥
  • 8
    1. Sales Live Training
    • Building Your Avatar (Ideal Client Profile) (April 2025)
    • LinkedIn, Facebook, and Instagram Marketing (April 2025)
    • Triage Call (May 2025)
    • Discovery Call (June 2025)
    • Strategy Call (June 2025)
    • Pricing Strategy (July 2025)
    • Defining Your Target Market (August 2025)
    • Powerful USP and Adding Value (August 2025)
    • Offers (Developing and Documenting Your Offers) (September 2025)
    • Networking Development (October 2025)
    • Increasing Customer Value (October 2025)
    • Creating a product ladder (November 2025)
  • 9
    🚩Part C: Tax Training
    • Platinum AI Tax Navigator🔥
  • 10
    1. Tax Compliance
    • 1. Things to consider before starting business (1 of 2)
    • 1. Things to consider before starting business - (2 of 2)
    • 2. Government Compliance
    • 3. Company Registration
    • 4.Tax Registration
    • 5. Tax Reporting
    • 6. ASIC Compliance - How to add new Client on ASIC portal
  • 11
    2. Individual Tax Return
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 OVERVIEW
    • 1.3 INCOME
    • 1.4 DEDUCTION
    • 1.5 ITR FUNDAMENTAL - QUIZ
    • 2. CASE STUDY - SUMMARY
    • 2.1 CASE STUDY - MATERIALS
    • 2.2 CASE STUDY XERO PART 1
    • 2.2 CASE STUDY XERO PART 2
  • 12
    3. Sole Trader Tax Return
    • Introduction
    • 1. SOLE TRADER FUNDAMENTAL - MATERIALS
    • 1.1 SOLE TRADER FUNDAMENTALS - VIDEO
    • 1.2 SOLE TRADER FUNDAMENTAL - QUIZ
    • 1.3 SOLE TRADER CASE STUDY - SUMMARY
    • 1.4 SOLE TRADER CASE STUDY - MATERIALS
    • 1.5 CASE STUDY SOLE TRADER PART 1
    • 1.5 CASE STUDY SOLE TRADER PART 2
  • 13
    4. Company Tax Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS VIDEO PART 1
    • 1.2 FUNDAMENTALS VIDEO PART 2
    • 1.3 COMPANY TAX RETURN FUNDAMENTAL - QUIZ
    • 2. CASE STUDY - MATERIALS
    • 2.1 CASE STUDY COMPANY PART 1
    • 2.1 CASE STUDY COMPANY PART 2
    • 2.1 CASE STUDY COMPANY PART 3
  • 14
    5. Trust Tax Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS TRUSTS
    • 1.3 TRUST FUNDAMENTAL - QUIZ
    • 2. CASE STUDY - MATERIALS
    • 2.1 CASE STUDY TRUST
  • 15
    6. Partnership Tax Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS VIDEO
    • 1.3 PARTNERSHIP FUNDAMENTAL - QUIZ
    • 2. SIMPLE CASE STUDY - SUMMARY
    • 2.1 SIMPLE CASE STUDY - MATERIALS
    • 2.2 CASE STUDY SIMPLE PARTNERSHIP PART 1
    • 2.3 CASE STUDY SIMPLE PARTNERSHIP PART 2
    • 2.4 CASE STUDY SIMPLE PARTNERSHIP PART 3
    • 3. COMPLEX CASE STUDY - SUMMARY
    • 3.1 COMPLEX CASE STUDY - MATERIALS
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 1
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 2
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 3
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 4
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 5
    • 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 6
  • 16
    7. SMSF Return
    • Introduction
    • 1. FUNDAMENTAL - MATERIALS
    • 1.2 FUNDAMENTALS SMSF
    • 1.3 TRUST FUNDAMENTAL - QUIZ
    • 2. TAX RETURN CASE STUDY - SUMMARY
    • 2.1 TAX RETURN CASE STUDY - MATERIALS
    • MUST READ!
    • 2.2 CASE STUDY VIDEO - Part 1
    • 2.2 CASE STUDY VIDEO - Part 2
    • 3. AUDITING CASE STUDY - SUMMARY
    • 3.1 AUDITING CASE STUDY - MATERIALS
    • 3.2 AUDITING CASE STUDY VIDEO
  • 17
    🚩Part D: Bookkeeping Training
    • 1. Basic Bookkeeping Concepts
    • 2. Simple Excel Bookkeeping
    • 3. Bookkeeping Concepts - Continued
    • 4. Level-up Excel Bookkeeping
    • 5. Understand Financial Statements
  • 18
    1. Accounts Payable & Accounts Receivable
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
    • AP/AR NOTE
  • 19
    2. Bank Reconciliation
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
  • 20
    3. Credit Card Reconciliation
    • INTRODUCTION
    • TRAINING SLIDES
    • CREDIT CARD EXCEL FILES
    • TRAINING VIDEO
    • CREDIT CARD REC NOTE
  • 21
    4. Inventory
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
    • TRAINING MATERIALS
  • 22
    5. Business Activity Statement (BAS)
    • INTRODUCTION
    • MUST READ!!!
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO
  • 23
    6. Payroll
    • INTRODUCTION
    • MUST READ!!!
    • TRAINING SLIDES
    • TRAINING VIDEO
    • TRAINING VIDEO - STP
    • TRAINING NOTE
    • TRAINING MATERIALS
  • 24
    7. Prepayment
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING VIDEO
    • TRAINING MATERIALS
  • 25
    8. Fix Asset Register
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO
    • TRAINING NOTE
  • 26
    9. Cost Center Reporting
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO
  • 27
    10. Accrue to Budget
    • INTRODUCTION
    • TRAINING SLIDES
    • MUST READ!!!
    • TRAINING VIDEO
    • TRAINING MATERIALS
  • 28
    11. Budget Analysis
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO 1 - THEORY
    • TRAINING VIDEO 2 - PRACTICAL
  • 29
    12. Forecast Analysis
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIAL
    • TRAINING VIDEO 1 - THEORY
    • TRAINING VIDEO 2 - PRACTICAL
  • 30
    13. Cash Flow Analysis
    • INTRODUCTION
    • TRAINING SLIDES
    • TRAINING MATERIALS
    • TRAINING VIDEO 1 - THEORY
    • TRAINING VIDEO 2 - PRACTICAL
  • 31
    🚩Part E: Operations & Systems
    • Tax Return Preparation & Review Guideline - Must Read!
    • Email Communication Guidelines and Turnaround Times
    • Xero Setup (Tax)
    • Xero setup (Financial)
  • 32
    1. Tax Work Checklist & Procedures ❗
    • Licensee Checklist & Worksheet Template🆕
    • Individual Tax Return (ITR)
    • Business Tax Return (Company)
    • Business Tax Return (Trust)
    • Business Tax Return (Partnership)
    • Business Tax Return (SMSF)
    • Business Activity Statement (BAS)
  • 33
    🚩Part F: Licensee Community
    • Platinum Licensee Facebook Community