Daily Challenges

  • Tax questions arriving mid-engagement — a shareholder loan, a trust resolution, an FBT item — that stall the file until researched
  • Recurring year-end positions re-researched from scratch each year
  • Junior working papers that state a position without the ruling or section behind it
  • Thresholds, rates and dates that change each income year and are easy to get wrong from memory
  • Client questions that need a written answer today, not after a research afternoon
  • APES 110 and, for registered agents, the TPB Code requiring positions the practitioner can stand behind

How Cassandra Helps

Cited Year-End Positions

Division 7A, trust distributions and s 100A, FBT, small business CGT and PSI — with the ITAA provision and ATO guidance named

Working-Paper Drafts

Structured research notes formatted for the file and for partner review

Client Notes

Plain-language client communications grounded in the cited position

Ruling Status

Current, withdrawn or superseded status on ATO rulings so positions aren't built on old guidance

Practical Workflow Examples

  • A client's balance sheet shows a loan to a shareholder: ask for the Division 7A position, receive the s 109D analysis with the benchmark interest and minimum repayment rules cited, draft the client note
  • Trust resolution due 30 June: confirm the distribution requirements and s 100A reimbursement-agreement risk with TR 2022/4 and PCG 2022/2 cited
  • Client asks about selling their business: work through the basic conditions for the small business CGT concessions in Div 152 with the relevant provisions cited
  • FBT return preparation: confirm the treatment of a specific benefit against the FBTAA and current ATO guidance

Why Generic AI Falls Short

  • Generic AI fabricates ATO ruling numbers that look real in a working paper
  • It cannot tell a current ruling from a withdrawn one
  • It gets year-specific thresholds and rates wrong
  • An unverifiable position in the file is a professional and insurance exposure

Frequently Asked Questions

No. Cassandra is a research and drafting tool; what services you may provide to clients is governed by the Tax Agent Services Act 2009 and is unchanged by the tool.

Many practices use it as the first pass and keep a traditional service for deep reading. Cassandra cites the primary source so you can go directly to it.

They are formatted for it, but review them first — checking the cited source is the point of the citation.

Cassandra runs alongside Xero in the browser; the Cassandra Suite adds Xero and Microsoft integration for practices that want one platform.

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Tools for this work

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