Monday
13 October2025
CPA Australia City Taxation Discussion GroupSmart Tax, Smart AI
This discussion group session will cover,
– Brief introduction to large language models (LLMs) and their evolution to agentic systems in 2025.
– Live demonstration of:
‧ A practical example of using AI for real-time tax compliance filings (e.g., completing RTP schedule).
‧ An interactive tax research exercise with audience input (e.g., CGT, main residence exemption).
– Quick tips on using LLMs for admin tasks.
– Discussion on risk and privacy considerations when handling confidential data.
Agenda
1. Introduction to LLMs – What they are, how they work, and benefits for tax workflows.
2. Worked example: Solving a compliance problem with ChatGPT.
3. Interactive online demo – Audience-driven tax research task.
4. Using GenAI for admin tasks – Streamlining routine processes.
5. Risks & Privacy – Best practices for handling sensitive data.
SPEAKER: Tristan Tan | AI Advocate |
Tristan tan is a seasoned practitioner with over 10 years’ experience in structuring M&A transactions, having worked across professional services and in-house tax teams. Tristan played a key role in creating Australia’s first AI tax co-pilot, Luna, and advocates for the use of generative AI in tax, legal, and accounting. His strength lies in combining AI architecture knowledge with practical tax experience, and he is passionate about sharing these insights with the profession.
Please register your spot at https://citytaxation.com.au/courses-page/13oct25/
This discussion group session will cover,
– Brief introduction to large language models (LLMs) and their evolution to agentic systems in 2025.
– Live demonstration of:
‧ A practical example of using AI for real-time tax compliance filings (e.g., completing RTP schedule).
‧ An interactive tax research exercise with audience input (e.g., CGT, main residence exemption).
– Quick tips on using LLMs for admin tasks.
– Discussion on risk and privacy considerations when handling confidential data.
Agenda
1. Introduction to LLMs – What they are, how they work, and benefits for tax workflows.
2. Worked example: Solving a compliance problem with ChatGPT.
3. Interactive online demo – Audience-driven tax research task.
4. Using GenAI for admin tasks – Streamlining routine processes.
5. Risks & Privacy – Best practices for handling sensitive data.
SPEAKER: Tristan Tan | AI Advocate |
Tristan tan is a seasoned practitioner with over 10 years’ experience in structuring M&A transactions, having worked across professional services and in-house tax teams. Tristan played a key role in creating Australia’s first AI tax co-pilot, Luna, and advocates for the use of generative AI in tax, legal, and accounting. His strength lies in combining AI architecture knowledge with practical tax experience, and he is passionate about sharing these insights with the profession.
Please register your spot at https://citytaxation.com.au/courses-page/13oct25/
17:30CPA Australia City Taxation Discussion Group Zoom Webinar
