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Do You Have the Appropriate and Right Documents? - paper


Getting a settled and consistent policy relating to the preparation of documents is essential including:

  • Record keeping obligations
  • Do the documents you keep stack up?
  • Do in-house transactions stack up?
  • Computer records
  • The effect of the Consolidations regime
  • Management of directors’ minutes
  • Understanding the importance of third party records/evidence, eg financiers
  • Understanding the expectations of the ATO
  • Contemporaneous documents should disclose facts, not fairy tales
  • Evidential aspects

Author profiles

Sue Williamson CTA-Life
Sue is a partner at EY specialising in tax controversy. Sue has worked in tax for more than 25 years, including roles in major law firms and executive roles within the firms in which she has been a partner. Sue was the President of The Tax Institute in 2008, has been a member of several advisory boards, has participated in many consultative forums and lectures in the University of Melbourne Masters of Law program. Sue was a member of the instructing solicitor team working on the Placer Dome litigation. - Current at 26 June 2019
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Rebecca Saint
Rebecca Saint is Deputy Commissioner for Public Groups in the Public Groups and International (PG&I) business line. In this role Rebecca is responsible for overseeing tax administration and compliance for public and multinational groups. - Current at 15 July 2021


This was presented at Manoeuvring the Maze: Tax Forum .

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Individual sessions

IFRS - have you not dealt with it?

Author(s):  Debbie HANKEY,  Tracey RENS

Materials from this session:

Tax consequences of employee share plans

Author(s):  Anthony WATSON

Materials from this session:

Recent Developments in International Tax

Author(s):  Lee BURNS

Materials from this session:

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

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