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Case study presentation
Published on 10 Feb 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- review the case study information
- consider what advice should be given to the board
- discuss areas of concern
- suggested answers.
Author profiles
Annette Morgan CTA
Annette Morgan is an accomplished academic and professional tax practitioner with over 30 years of experience in taxation. She is the Discipline Lead of Taxation and the Director of the Industry and Community Engagement Hub at Curtin University, where she also founded the nationally recognised Curtin Tax Clinic. Annette is a member of the Australian Taxation Office Tax Practitioners Stewardship Group and serves on several committees within the Tax Institute, contributing to national discussions on tax policy, education, and professional standards. She is also a government appointed member of the WA Legal Cost Committee. Her work spans clinical education, financial literacy, and innovative teaching, and she has received multiple awards for her contributions to the profession and the community. - Current at 07 November 2025Prof David Gilchrist
David is currently the Industry Professor within the school of Accounting at Curtin University where he researches in the areas of government and not for profit performance, governance and accounting. He has worked in senior roles within the public sector in WA and has consulted to various levels of government culminating in his last position as Assistant Auditor General Standards and Quality in the WA audit office. He has also sat on a number of boards and committees relative to accounting and governance within the public and Not-for-profit sectors. He currently sits on the Australian Accounting Standards Board’s Private Not-for-profit Disclosure Advisory Panel. - Current at 01 August 2011
This was presented at Not For Profit .
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The current state of play relating to not-for-profit tax concessions in Australia and a glimpse of what may lie ahead for these concessions
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Case study
Author(s): Annette Morgan , David GILCHRISTMaterials from this session:
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Auditing the NFP: Why and how
Author(s): Martin Kirkness, Barry-John RothmanMaterials from this session:
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