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2017 SME Symposium

Published on 09 Nov 2017 | Took place at Primus Hotel Sydney, Sydney, NSW

The SME Symposium addressed the key issues as they specifically relate to operating the tax practice of the future including some of the following topics:

  • rethinking the role of a tax professional – is a new model needed?
  • evolving structures of SMEs – more than meets the eye
  • Division 7A/flow through trust/UPE.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Evolution or revolution

Author(s):  Stephen HEALEY,  Michael COX,  Chris Bray This video is a filmed session from the 2017 SME Symposium, PowerPoint slides are incorporated with the presentation. This video covers:

  • how to create the tax business of the future?
  • what effect will the future have on changing the client and people experience?
  • what does embracing change and making a difference look like?
Materials from this session:

Navigating the digital landscape – A plan for today’s tax professional

Author(s):  Michael COX

This presentation covers:

  • what can we learn from today’s technology?
  • my guiding principles to navigating the future
  • a plan for today's professional – with my top picks.
Materials from this session:

Division 7A

Author(s):  Andrew Noolan

This paper covers:

  • issues with the operation of Division 7A
  • the future of Division 7A.


Materials from this session:

The future professional

Author(s):  Stephen HEALEY

This paper covers:

  • a possible future model – “the trusted concierge”
  • unprecedented change
  • living in exponential times 
  • the sharing economy
  • the professions
  • robotics, automation and artificial intelligence – what could this mean?
  • disruptive innovation
  • returning to the “trusted concierge”.
Materials from this session:

Division 7A – Case studies & solutions

Author(s):  Andrew Noolan

This paper covers case studies and solutions on Division 7A.

Materials from this session: