shopping_cart

Your shopping cart is empty

How does the change agenda impact the tax profession? paper

Published on 11 Mar 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

a possible future model – the ‘trusted concierge’
unprecedented change
living in exponential times
the sharing economy
the professions
disruptive innovation
returning to the ‘trusted concierge’
the unique risks of technology and the need for more regulation
innovation, artificial intelligence and the future of the professions
explainable AI
why Bill Gates’ robot tax is either bad or scary.

Author profiles

Stephen Healey CTA-Life

Steve Healey, CTA (life) is a Director and Partner with RSM Australia and leads the firm’s tax business in Queensland. He has in excess of 27 years professional experience advising some of Queensland’s largest listed and government-owned entities and transactions in addition to advising many privately owned enterprises. Steve has been involved with The Tax Institute for many years. He was National President of the Institute in 2015, is a past Queensland State Chairman and is a member of the Queensland State Council. Steve is also a member of the Advisory Panel to the Board of Taxation. - Current at 10 July 2023

Adrian Cartland

Adrian “the Taxinator” Cartland has practiced for nearly 20 years, working at a number of tax law roles in top tier firms as well as boutique tax practices, meeting his billable targets on at least a few occasions. About ten years ago he began thinking about the future of law and developed an interest in legal Artificial Intelligence, mostly in an effort to find a robot to do the work he was too lazy to do. Deciding that it was best to pursue this expensive and time consuming hobby (er, business) while not on someone else’s timesheet he founded his own firm Cartland Law, and is now unemployable. Because Adrian knows very little about other, more normal, areas of law, Cartland Law specialises in and only accepts instruction in tax, trusts and technology. Coming from a family of engineers who have constructed many things beneficial to society, Adrian has instead created a number of tax and trust structures that are so complex no-one really knows what they do. He has also created Ailira, the Artificially Intelligent Legal Information Research Assistant and partly contributed to the doom of humanity by AI. He is the Chair of the Society of Trust and Estate Practitioners SA, the TTI’s State Taxes Committee, was Australia’s funniest lawyer in 2007 and holds the Australian record for fastest MMA knockout at 6 seconds. - Current at 07 January 2026

Individual sessions

Further details about this event:

The Tax Summit

How does the change agenda impact the tax profession? paper

Author profiles

Stephen Healey CTA-Life

More by Stephen HEALEY

Adrian Cartland

More by Adrian CARTLAND

This was presented at The Tax Summit .

Individual sessions

Around the courts in 60 minutes - Key tax decisions

Materials from this session:

Around the courts in 60 minutes - Key tax decisions paper

Division 7A and UPEs – What’s next?

Materials from this session:

Division 7A and UPEs – What’s next? paper

Division 7A – UPEs presentation

SME business structures – Multiple owners, flexible profit sharing

Materials from this session:

SME business structures – Multiple owners, flexible profit sharing paper

SME business structures – Multiple owners, flexible profit sharing presentation

Corporate tax residency review: Principles, interpretation and reform

Materials from this session:

Corporate tax residency review: Principles, interpretation and reform paper

Corporate tax residency review: Principles, interpretation and reform presentation

When is professional practice income alienable?

Materials from this session:

When is professional practice income alienable? paper

When is professional practice income alienable? presentation

What is the current framework for structuring professional practices?

Materials from this session:

What is the current framework for structuring professional practices? paper

What is the current framework for structuring professional practices? presentation

Foreigner duty and land tax surcharges

Materials from this session:

Foreigner duty and land tax surcharges paper

Foreigner duty and land tax surcharges presentation

Overview of the imputation regime

Materials from this session:

Overview of the imputation regime paper

Overview of the imputation system presentation

Trust distributable income – The remaining gap

Materials from this session:

Trust distributable income – The remaining gap paper

Trust distributable income - The remaining gaps presentation

Current issues in M&A and capital management

Materials from this session:

Current issues in M&A and capital management paper

M&A and capital management presentation

Back-to-back rollovers – New ATO guidance

Materials from this session:

Back-to-back rollovers – New ATO guidance paper

New ATO guidance on back-to-back rollovers presentation

Superannuation member balance strategies upon death

Materials from this session:

Superannuation member balance strategies upon death paper

Superannuation member balance strategies on death presentation

APAs – Practical management of volatility and complexity in cross-border transactions

Materials from this session:

APAs – Practical management of volatility and complexity in cross-border transactions paper

APAs – Practical management of volatility and complexity in cross-border transactions presentation

Foreign income tax offsets – Domestic laws reign supreme

Materials from this session:

Foreign income tax offsets – Domestic laws reign supreme paper

Foreign income tax offsets – Domestic laws reign supreme presentation

Who would want to be a company director? Duties, obligations, and liabilities in a tax context

Materials from this session:

Who would want to be a company director? Duties, obligations, and liabilities in a tax context paper

Who would want to be a company director? presentation

International tax structuring and cross-border financing

Materials from this session:

International tax structuring and cross-border financing paper