The Client Conversation Pack - Residential Property Investing After Tax Reform 2026 - October 2026 (1 Hour of Practice Management CPD)

Your clients are making property investment decisions that could have significant tax consequences. The question is, are they speaking to you before they sign the contract?

The Client Conversation Pack — Residential Property Investing After Tax Reform 2026 gives accountants everything they need to run their own professional client seminar or webinar, educate clients on the changing property tax landscape, and turn those conversations into valuable advisory engagements.

From a ready-to-present seminar deck and done-for-you marketing campaign to technical resources, financial modelling and engagement templates, the hard work has already been done for you.

What's Included?

• Client Seminar Deck — 16 fully unbranded slides with presenter notes. Add your firm's logo and deliver a 45-minute client presentation.

• Done-for-You Marketing Campaign — Four complete emails, newsletter content, social media posts, registration page copy, SMS reminders and follow-up communications.

• Seminar & Webinar Run Sheets — Step-by-step instructions for delivering your presentation in person or online, including preparation, client invitations, session delivery and follow-up.

• Attendee Capture Sheet — Identify interested clients, record their property position and capture opportunities for follow-up consultations.

• Client Handouts — Two unbranded resources to help clients understand their property position and the critical decisions to make before buying.

• The Adviser's Playbook — Practitioner-only technical guidance covering property tax reform, negative gearing, CGT, entity selection, asset protection and planning considerations.

• Interactive Financial Model — Six property investment scenarios with editable assumptions to help you demonstrate potential outcomes to clients.

• Engagement Letter & Scope Template — A ready-to-adapt framework for converting client interest into clearly defined, paid advisory engagements.

• Practitioner Webinar Recording — Filling the Room — How to Grow Your Client Base With a Property Seminar, presented by Peter Johnson. Learn how to attract attendees, deliver your seminar, handle client questions and turn interest into billable work.

What's Included With Your Purchase?

• Instant access to all 10 components of The Client Conversation Pack

• Ready-to-use, editable marketing and client presentation materials

• Access to the 1-hour practitioner webinar recording, Filling the Room — How to Grow Your Client Base With a Property Seminar

• 1 hour of practice management CPD and a CPD certificate for completing the practitioner session

Everything you need to start the conversation, deliver the seminar and turn client interest into advisory opportunities.