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Do You Have the Appropriate and Right Documents? - presentation


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 leads EY's Melbourne Tax Controversy practice. She has acted in various AAT, Federal Court, High Court and Supreme Court cases relating to various Commonwealth and state taxes, and has advised clients on a broad range of taxation issues including income tax, GST and PRRT. Sue is also an accredited mediator and has assisted clients in resolving disputes using various alternative dispute resolution mechanisms. Sue is a member of the ATO Dispute Resolution Committee and is a former president of The Tax Institute. - Current at 30 March 2017
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Rebecca Saint
Rebecca is a tax lawyer with Allens Arthur Robinson. Her practice areas include corporate taxation, mergers and acquisitions and financial transactions. Rebecca previously worked for the ATO, where she was a technical leader in the provision of advice area within the financial services industry group. - Current at 14 March 2017


This was presented at Manoeuvring the Maze: Tax Forum .

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