Explore the ethical tensions tax practitioners face when clients want to “test the boundaries”—whether it’s around trust distributions, Division 7A, or asset protection strategies. This session walks through real-life scenarios to consider when advice edges toward enabling avoidance, or where silence may risk complicity including:
- Recognising when a tax-effective strategy becomes ethically problematic
- Documenting advice vs. shaping outcomes – drawing the line
- Adviser independence, influence, and control over client entities
- When to push back, when to disengage – practical warning signs
- Navigating the tension between code of conduct and client privilege; and
- Use of AI.