Management tool
Sample Monthly Financial Dashboard
Monthly management report with budget vs actual, 3-way forecast, scenarios, tax planning and data quality checks — sample data.
Open tool
LeaderTech · Melbourne
Tax & Advisory Tools
Tools for Accountants, Bookkeepers & Business Advisors
Three tools are free for anyone to use, with no sign-in. The rest are for LeaderTech members.
Based on proposed lawMembers only
Trust minimum tax — calculator and case study
Calculator and case study of the proposed 30% minimum tax on discretionary trusts, with worked financials under current and proposed law. The Tax Reform No. 3 Bill 2026 has passed the House and is before the Senate.
Members only — sign inBased on proposed law
CGT before and after 1 July 2027
Calculator and worked scenarios for the capital gains changes from 1 July 2027. The core changes are law (Act No. 49 of 2026); the apportioning method used in this calculator and the Tax Reform No. 3 measures are still proposed.
Open toolCurrent law
Loss Carry Back 2027
Calculator for the loss carry back refundable tax offset for income years starting on or after 1 July 2026.
Open toolCurrent lawMembers only
Tax Planning
Five-entity tax planning schedule: company, bucket company, trust and two individuals, with franking and PAYG instalments.
Members only — sign inCurrent lawMembers only
FBT & Salary Packaging
Statutory formula calculator, ordinary car vs exempt electric car, savings by salary level.
Members only — sign inMembers — launching 1 December 2026
$10/month (GST exclusive)
Sign in with multi-factor authentication, use tested versions of every tool, and save your reports as PDF.
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