Published on 25 May 07
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This session will cover:
The right timing for lodging the PBR
Have you identified the best people in the ATO?
When to talk to the ATO – before lodgement or during their consideration?
What to include
What documents matter and how they should be provided
How to best present your client’s case deal with contrary arguments
How to keep the lines of communication open without being a pest
Should you prepare a draft of the ruling for the ATO?
When you might get a priority ruling and when you might not
Frank O'Loughlin CTA
Frank O’Loughlin, CTA, has been a practising barrister and member of the Victorian Bar since 2003 practising principally in taxation and commercial law and is also a part time Senior Member of the Commonwealth Administrative Appeals Tribunal. Before joining the Bar Frank practised as a solicitor with Corrs Chambers Westgarth, becoming a partner in 1994 and later a National Practice Group Leader and a Board Member. His practice was principally in the taxation and corporate and commercial law fields. Before Corrs Frank worked for 12 years with the Australian Taxation Office in the technical (assessingand compliance) and management/ administration branches finishing as a Director in the Melbourne Office of the ATO. Current at 04 August 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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