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Preparing For Battle - Strategies and Outcomes in Tax Disputes

Published on 24 Aug 2010 | Took place at RACV Club, Melbourne , VIC

Let our advance worrying become advance thinking and planning – Winston Churchill, British Prime Minister

Regardless of whether a dispute with the Tax Office should be seen as a battle, the best outcome for the taxpayer can only be achieved with "advance thinking and planning". This event covered some key issues when devising a plan of attack.

This event began with a practical review of the ATO process from the initial questionnaire stage to the issuing of assessments and continued with an examination of the merits of the accountant’s concession and of recent judicial authority on the ATO’s weapon of choice, Part IVA.

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

Individual sessions

Part IVA - Where are we now?

Author(s):  Daniel McINERNEY This paper covers tax benefits and dominant purpose.

Materials from this session:

The deductibility of bad debts

Author(s):  David BLOOM This paper covers:

  • the statutory provisions
  • the bad debt claims the subject of the decisions in the BHPB case
  • possible consequence for the debtor where a debt is not repaid.
Materials from this session:

From questionnaire to assessment - Defending your client during audit

Author(s):  Ron JORGENSEN This paper covers:

  • overview of ATO compliance program 2010-2011
  • audits
  • the ATO analyses the information and undertakes risk classification
  • exchange of information
  • privilege.
Materials from this session:

The accountant's concession - time for a rethink?

Author(s):  Jerome TSE This presentation covers:

  • what is the accountant's concession?
  • what is legal professional privilege?
  • a comparative analysis of LPP and the accountant's concession
  • case law (and ability for judicial review of ATO's actions)
  • application to typical set of documents held by tax advisers.
Materials from this session: