Resources
Guides for Australian tax & BAS agents
Practical, no-nonsense reading on using AI in advisory work, what the TPB expects, and what modern tax advisory software actually does — written for practitioners.
- Explainer
Entity-aware tax strategies: company vs trust vs SMSF
Different entities call for different playbooks. A plain-English look at how tax strategies differ across companies, trusts and SMSFs for Australian clients.
Read - Guide
Working from home and car deduction rates: what applies in 2026-27
The 70c fixed rate and its full-year record-keeping requirement, the new 91c car rate, and the substantiation rules that are all-or-nothing.
Read - Explainer
The dual cab ute FBT myth: why the exemption is narrower than clients think
A ute is not automatically FBT-exempt. The load capacity calculation, the eight conditions in PCG 2018/3, and the two conditions most firms overlook.
Read - Guide
Adding an advisory layer to the practice management software you already use
You do not need to replace Xero Practice Manager, FYI or Karbon to start doing advisory work. What an advisory layer adds, and where the boundary sits.
Read - Explainer
The electric car FBT exemption and the plug-in hybrid cut-off
The four cumulative conditions for the EV exemption, the LCT trap that disqualifies cars years later, and exactly how the PHEV transitional rule works.
Read - Explainer
Personal services income: the four tests, and why a PSB is not a Part IVA shield
The results test, the 80% rule and the three alternative tests — plus PCG 2025/5, which confirms Part IVA can apply even where the PSI rules do not.
Read - Guide
Division 7A minimum yearly repayments: the deadlines and traps
Benchmark rates, the 30 June repayment deadline and the lodgment-day trap that catches firms who lodge early. A practitioner reference for Division 7A complying loans.
Read - Compliance
AI and client consent: what TPB(GS) 55/2026 actually requires in your engagement letter
The TPB requires permission before client data goes to a third party. Disclosing that you used AI is recommended, not mandatory. The distinction matters, and most content gets it wrong.
Read - Explainer
Practice management for Australian tax firms: what Advisory Stack includes free
Jobs, deadlines, time tracking and client invoicing are available to firms on the platform at no extra charge. Here is what is there, and what is not.
Read - Guide
Superannuation contribution caps for 2026-27: what changed and what did not
Indexed caps, the bring-forward tiers, the $500,000 carry-forward threshold that is not indexed, and Division 296 — which is now law.
Read - Compliance
The 10 December 2026 privacy deadline for firms using AI decision support
New Australian Privacy Principle rules require privacy policies to disclose automated decision-making. Human-in-the-loop systems are captured. Here is what firms need to work out.
Read - Guide
Client-ready tax advisory reports: what a good one includes
Analysis only creates value when the client reads and acts on it. Here is what a good client-ready tax advisory report includes — and why branding matters.
Read - Compliance
AI for BAS agents: what's allowed and where it helps
BAS agents can use AI too — with the same TPB obligations as tax agents. Here is where AI genuinely helps BAS and advisory work, and where judgement must stay.
Read - Compliance
The AI audit trail: proving you verified AI tax advice
If you use AI in a tax practice, you need to be able to show you verified its output — not rubber-stamped it. Here is what an AI audit trail is and why it matters.
Read - Guide
How to use AI for tax planning (Australian firms)
A practical way to use AI in tax planning: model options on a client's real numbers, match ATO-grounded strategies, and verify before you advise.
Read - Guide
How to use AI in tax preparation — a guide for Australian practitioners
A practical, TPB-aware workflow for using AI in tax preparation: where it helps, where the human must stay in the loop, and how to keep your evidence trail.
Read - Guide
AI for bookkeepers in Australia: practical uses in 2026
Where AI genuinely helps Australian bookkeepers in 2026 — from reconciliation to client communication — and where a human still needs to check the work.
Read - Compliance
Can Australian accountants use AI? What the TPB actually allows (2026)
Australian accountants can use AI — but the TPB's 2026 guidance is clear that it does not replace judgement or transfer responsibility. Here is what is actually allowed.
Read - Guide
Tax planning strategies for FY2026: an adviser's checklist
An adviser-side checklist for FY2026 tax planning — the areas worth reviewing with clients before year end, grounded in current ATO guidance.
Read - Explainer
What is a tax health check? (and what a good one covers)
A tax health check is a structured review of a client's tax position that surfaces risks and opportunities. Here is what one covers and how AI speeds it up.
Read - Explainer
ChatGPT for accountants: what it can and can't do for Australian tax
Generic ChatGPT can help accountants draft and explain — but it doesn't know Australian tax specifics and leaves no audit trail. Here is where it fits, and where it doesn't.
Read - Compliance
PI insurance and AI: are you liable for AI tax advice in Australia?
Using AI does not move liability onto the tool. Here is how professional responsibility works when AI is involved in tax advice, and how to keep your position defensible.
Read - Compliance
Can Australian tax agents use AI? What TPB guidance says
The TPB's 2026 draft guidance confirms agents stay accountable for AI output. Here is what the Code expects and how to use AI safely in practice.
Read - Explainer
White-label tax advisory platform: what it means for firms
White-label tax advisory means client reports carry your firm's brand, not the vendor's. Here is what to look for and how it protects the client relationship.
Read - Explainer
What is AI tax advisory software? A guide for firms
AI tax advisory software turns client numbers into ATO-grounded health checks, strategies and reports — distinct from an AI research assistant. Explained.
Read
Built for registered tax agents
Advisory Stack is in invite-only pilot for Australian TPB-registered tax and BAS agents — branded tax health checks, advisory plans and AI-assisted consultation reporting alongside your lodgement workflow.
Apply to join the pilot