13 October 2025 | Smart Tax, Smart AI - Harnessing Large Language Models for real-time compliance | By Tristan Tan - AI Advocate
- Description
- Curriculum
- Reviews
Online via Zoom
This meeting will be held as an online-only event at the CTDG’s Zoom Webinar platform. Members should not attend the office of CPA Australia for this event. Please note that the CPA office will undergo a renovation during 2025.
TOPIC: Smart Tax, Smart AI – Harnessing Large Language Models for real-time compliance
- Brief introduction to large language models (LLMs) and their evolution to agentic systems in 2025.
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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.
- Introduction to LLMs – What they are, how they work, and benefits for tax workflows.
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Worked example: Solving a compliance problem with ChatGPT.
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Interactive online demo – Audience-driven tax research task.
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Using GenAI for admin tasks – Streamlining routine processes.
- Risks & Privacy – Best practices for handling sensitive data.
SPEAKER: Tristan Tan | AI Advocate
Tristan Tan is a seasoned tax 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.
Continuing Professional Development Point (CPD Point)
- This event will account for up to a maximum of 1.0Â CPDÂ Points per session.
- A completion certificate will be issued via LMS after the event for attendees who check in with our staff and who have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
- Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
- You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
- You should only claim for the attended hours only.
Attend via Zoom Webinar
- Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
- You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
- Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
- You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
- You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
- Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
- To avoid last-minute technical issues, you should check if you are ready for Zoom.
- Any questions, please email us or reach us at citytaxation.com.au.
- We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.
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13 October 2025 | RecordingsWe note that our live Zoom webinar has been completed.
Please refer to the recordings.
Please note that some videos may be large in file size and may cause the video player to take some time to load. We have attempted to reduce the file size as much as possible.
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13 October 2025 | Attendance CheckThis quiz is set up as a final verification for the CTDG Convenors only. No action is required.
