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TaxFitness

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Turn compliance meetings into paid advisory Tax planning and business advisory software, marketing, resources and training courses for accountants.

14/10/2026

𝐍𝐞𝐱𝐭 𝐬𝐭𝐨𝐩: 𝐋𝐨𝐬 𝐀𝐧𝐠𝐞𝐥𝐞𝐬! ✈️🇺🇸

We love celebrating big wins, especially when they belong to the partners who help power what we do. Our software developers and IT gurus, , have been named an APAC Finalist in the 2026 MSP Titans of the Industry Awards!

This is a massive international nod to their cybersecurity expertise, tech leadership, and proactive innovation. Because strong partnerships matter, our team is making the trip to the States this December to support Yener and cheer IntuitiveIT on at the awards.

Huge congratulations, team, we’re so proud to see your work recognised on the world stage. Bring it home! 🌟🥂

08/10/2026

𝐄𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐨𝐟 𝐥𝐢𝐯𝐞 𝐰𝐞𝐛𝐢𝐧𝐚𝐫𝐬! 🔥👩‍💻

We are continuing our incredible lineup of webinars designed to help you transition into advisory, streamline your firm's workflows, and build an award-winning culture.

Below are 4 upcoming live sessions of our 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐏𝐫𝐨𝐟𝐢𝐭 𝐁𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭 𝟐𝟎𝟐𝟔 𝐬𝐞𝐫𝐢𝐞𝐬.

Secure your spot now for the live events below:

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝟑: 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐲 𝐃𝐞𝐬𝐢𝐠𝐧 & 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐁𝐲 𝐂𝐡𝐨𝐢𝐜𝐞
Presenters: Richard Francis (Spotlight Reporting)
Date: October 23rd 2026 | 12:00 PM AEDT

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝟒: 𝐀𝐫𝐞 𝐘𝐨𝐮 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐝 𝐭𝐨 𝐆𝐫𝐨𝐰 & 𝐃𝐨𝐞𝐬 𝐘𝐨𝐮𝐫 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐖𝐨𝐫𝐤
Presenters: Amy Holdsworth (Clarity Street)
Date: October 28th 2026 | 12:00 PM AEDT

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝟓: 𝐓𝐡𝐞 𝐂𝐥𝐢𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐢𝐞𝐫 & 𝐂𝐮𝐥𝐭𝐮𝐫𝐞 𝐓𝐡𝐚𝐭 𝐂𝐫𝐞𝐚𝐭𝐞𝐬 𝐂𝐡𝐚𝐦𝐩𝐢𝐨𝐧𝐬
Presenters: Melissa Voss (FuseWorks) & Taryn Holman (Seamless SMSF)
Date: October 29th 2026 | 11:00 AM AEDT

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝟔: 𝐓𝐡𝐞 𝐆𝐫𝐨𝐰𝐭𝐡 𝐒𝐪𝐮𝐞𝐞𝐳𝐞 & 𝐏𝐫𝐞𝐩𝐚𝐫𝐞 𝐘𝐨𝐮𝐫 𝐅𝐢𝐫𝐦 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞
Presenters: Toni Eisenhut (Your Business Confidante)
Date: November 11th 2026 | 12:00 PM AEDT

Don't wait, start your advisory journey now! Register here > https://my.demio.com/ref/NgR1jkrim04Nz8t1

24/09/2026

🚀 Exciting News! TaxFitness teams up with The Small Business Project 🚀

At TaxFitness, we’re dedicated to empowering accounting firms with the tools and insights needed to drive real results. Partnering with Lynda Steffens at The Small Business Project brings incredible expertise in guiding practice leaders to ignite their deeper purpose, embrace change with pragmatic action, and unlock massive growth potential. 🌟

Together, we’re helping firm owners not only run more profitable practices but also gain the clarity and confidence to achieve lasting success.

👉 Learn more about our partner network here: https://taxfitness.com.au/partners/

04/09/2026

𝗡𝗲𝘄 𝗧𝗮𝘅𝗙𝗶𝘁𝗻𝗲𝘀𝘀 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗮𝗿𝗲 𝗻𝗼𝘄 𝗹𝗶𝘃𝗲 🔥

We’ve released five new features designed to strengthen privacy, improve client meetings and streamline your tax planning workflow.

𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗠𝗼𝗱𝗲
Restrict access to selected private clients so other practice staff cannot access or review their data, reports or other confidential information.

𝗔𝗴𝗲𝗻𝗱𝗮 𝗣𝗮𝗴𝗲
Create a clear, professional agenda for each tax planning meeting.

𝗔𝗰𝘁𝗶𝗼𝗻 𝗣𝗮𝗴𝗲
Record the actions agreed with your client, including responsibilities and due dates.

𝗧𝗮𝘅 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗣𝗮𝗴𝗲
Review and document important tax compliance matters as part of the tax planning process.

𝗧𝗿𝘂𝘀𝘁 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗠𝗶𝗻𝘂𝘁𝗲𝘀
Prepare trust distribution minutes directly within TaxFitness, reducing duplication and saving time.

These upgrades are available now and can be used in your next tax planning engagement.

Want to see the new features in action?

Book a complimentary TaxFitness demonstration 👉 https://taxfitness.setmore.com/rf4de996d3dfdbbfd116505e794ed40b62f8fad09/service/sa1ad1571195097204

27/08/2026

🚀 𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗵𝗼𝗿𝗶𝘇𝗼𝗻!

We’re committed to making our platform faster, simpler, and more valuable for your real client work. To keep our subscribers in the loop, we’ve just updated our Product Roadmap with some massive upgrades coming in 2027!

𝗛𝗲𝗿𝗲 𝗶𝘀 𝗮 𝘀𝗻𝗲𝗮𝗸 𝗽𝗲𝗲𝗸 𝗮𝘁 𝘄𝗵𝗮𝘁 𝘄𝗲’𝗿𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝘆𝗼𝘂:

🗓️ 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟭𝟱, 𝟮𝟬𝟮𝟳 | 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗨𝗽𝗴𝗿𝗮𝗱𝗲𝘀
Get ready for stronger implementation support and compliance-linked reporting! Highlights include auto-optimisation for trusts, a brand new Dividends module, Division 7A calculations, and dedicated Action, Agenda, and Compliance pages.

🗓️ 𝗠𝗮𝗿𝗰𝗵 𝟭𝟱, 𝟮𝟬𝟮𝟳 | 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗨𝗽𝗴𝗿𝗮𝗱𝗲𝘀
Streamline your day-to-day with a new Practice Opportunities dashboard, automatic monthly financial data imports, XPM group imports, and beautifully restyled reports.

🗓️ 𝗝𝘂𝗹𝘆 𝟯𝟭, 𝟮𝟬𝟮𝟳 | 𝗡𝗲𝘅𝘁-𝗟𝗲𝘃𝗲𝗹 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴
Impress your clients with upgraded reports featuring structured diagrams, a new Professional Profits report, Auto PAYG instalments, and a Quarterly Performance dashboard for benchmarking.

We can't wait to share these tools with you! Check out the full details here: https://taxfitness.com.au/product-roadmap/

24/08/2026

At the recent 'The Accounting Profit Blueprint 2026' launch event, our Managing Director and CEO, Darren Gleeson, shared exclusive insights into our 5-minute benchmarking system. 📊

Watch the video to discover how this simple, effective system can help transform profitability and efficiency for your accounting practice. 💡

To learn more, join our Blueprint webinar series 👉https://my.demio.com/ref/NgR1jkrim04Nz8t1

#

19/08/2026

Huge congratulations to Darren Gleeson and the entire team at TaxFitness for being named Customer and Client of the Year at IntuitiveIT! 🏆

This recognition means a great deal to all of us. At TaxFitness, we are constantly striving to innovate and provide the best possible tools and strategies to help accounting professionals build better, more profitable practices.

A huge thank you to IntuitiveIT for this award and for being such a fantastic technology partner. Reliable partnerships are the backbone of sustainable growth, and your support has been instrumental in helping us deliver on our mission.

We’re excited to keep this momentum going! 🚀

14/08/2026

🚀 Latest tax planning and trust upgrades webinar!

We’ve rolled out a series of powerful platform enhancements at TaxFitness designed to streamline your practice workflow, deepen tax strategy options, and give your clients greater insight.

Here’s a snapshot of what’s new:

🔹 Scenario Planning: Compare a base case against up to 5 distinct strategy scenarios.

🔹 AI Strategy Selection: Smarter, AI-driven recommendations tailored for your clients.

🔹 Trust Streaming & Minutes: Simplify trust streaming and save time with auto-generated trust distribution minutes.

🔹 Deeper Tax Calculations: Access detailed calculations directly inside your tax planning reports.

🔹 Flexible & Customisable Layouts: Re-order strategies and structure reports to best present your advice.

Want to see these new features in action and learn how to leverage them for your firm?

📅 Date: Wednesday, 26 August 2026
🕛 Time: 12:00 PM AEST

👉 Register for the live webinar here: https://my.demio.com/ref/kPwNqwQQZaePGzB0

31/07/2026

𝗘𝗶𝗴𝗵𝘁 𝗽𝗼𝘀𝘁-𝗯𝘂𝗱𝗴𝗲𝘁 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 ready to use in our software 😱

Helping your clients navigate the budget just got much easier with TaxFitness 😁

The latest Federal Budget introduced major shifts affecting individuals, businesses, investors, and discretionary trusts. But how do you quickly turn complex policy changes into proactive, high-value advice for your clients?

We’ve done the heavy lifting for you! TaxFitness has officially added 8 brand-new, practical tax-planning strategies to the Tax Strategy Database:

🔹 TS 203 – Review discretionary trusts before the proposed 30% minimum tax

🔹 TS 272 – Access refundable losses for eligible start-ups

🔹 TS 34 – Obtain asset valuations as of 1 July 2027

🔹 TS 578 – Carry back company tax losses

🔹 TS 85 – Capitalise on the permanent $20,000 instant asset write-off

🔹 TS 539 – Compare the $1,000 standard deduction against actual deductions

🔹 TS 80 – Consider negative gearing for new residential & commercial properties

🔹 TS 287 – Review assets ahead of CGT rule changes coming 1 July 2027

✨ 𝗪𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲:

Each strategy comes complete with clear explanations and step-by-step implementation guidance, helping you spot opportunities and advise clients with confidence. (Note: Proposed measures are clearly identified where subject to final legislation).

Log into the TaxFitness Tax Strategy Database today and start turning tax changes into practical client advice! 📊👇

🔗 https://dashboard.taxfitness.com.au/login

28/07/2026

We were absolutely thrilled to have three of our champion subscribers > Eva Chan, Ronel Kruger, and Christine Lane join us for the official book launch party for The Accounting Profit Blueprint 2026! 🎉

Thank you for being there and for your ongoing support!

The Accounting Profit Blueprint 2026 was written for accountants who are tired of being overworked and underpriced. It brings together insights from 9 industry experts (including a must-read 2 chapters by our own Darren Gleeson) to help you move beyond basic compliance, leverage technology, and build a more valuable, scalable firm.

Thank you again to Eva, Ronel, and Christine; it was great to catch up and celebrate with you! 😁

Get your copy here > https://www.amazon.com.au/Accounting-Profit-Blueprint-2026-accounting/dp/1923601385/

Address

O'Connor, WA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61893374464

Website

https://taxfitness.com.au/, https://taxfitness.setmore.com/rf4de996d3dfdbbfd116505e794ed40b62f8fad09/service/sa1ad157119

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