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Applying for and Obtaining a Private Binding Ruling – Key Tips paper


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

Author profile

Frank O'Loughlin QC CTA
Frank O’Loughlin QC, 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 Senior Fellow of the Law Faculty of the University of Melbourne and a part time Deputy President of the Commonwealth Administrative Appeals Tribunal. Before joining the Bar Frank practised as a solicitor with Corrs Chambers Westgarth, from 1987 to 2003, 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 finance and commercial law fields. Before Corrs Frank worked for 12 years with the Australian Taxation Office in various branches. - Current at 16 December 2020
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This was presented at Manoeuvring the Maze: Tax Forum .

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

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Tax consequences of employee share plans

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Recent Developments in International Tax

Author(s):  Lee BURNS

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Superannuation Update – Current Issues in the Pensions Phase

Author(s):  Graeme COLLEY

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Applications to the AAT for review of an objection decision

Author(s):  David J WILLIAMS

Materials from this session:

Further details about this event:


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