Published on 04 Apr 06
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This presentation provides practical advice in the following areas:
- how you can draft engagement letters to make clear your role
- how you can still obtain the mere advice exception when also drafting documents and preparing accounts
- when you will be acting as more than an adviser and have a penalty exposure
- whether you have a problem if the promoter uses your advice letter in the marketing material and, if so, how you can protect yourself.
Mark L ROBERTSON
Mark is a Barrister at Sir Harry Gibbs Chambers, Ground Floor, Wentworth Chambers. Mark is in his 12th year at the Bar, practising in Brisbane and
Sydney. He acts for and against State and Commonwealth revenue authorities, and has been involved in many recent Trust cases. Mark is a regular presenter for the Taxation Institute and is a member of a number of taxation committees including the Taxation Institute’s State Council
and Education Committee and has published a number of articles.
Current at 12 March 2008 Current at 03 April 2008
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