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Success or Doom - You Decide

Published on 05 Mar 2013 | Took place at Tattersall's Club, Brisbane, QLD

    This seminar aimed to shed light on understanding the ATO’s views, attitudes and procedures to improve your desired outcomes when dealing with the ATO. Insight will be provided as to when ‘negotiations’ and ‘face to face’ meetings should commence, along with what documentation should be on hand to support your position when negotiating with the ATO.
    Key industry presenters draw on their own first-hand experience and discuss case studies representing both successful and unsuccessful outcomes. The presenters share the key triggers that won their case, along with what elements, in hindsight, could have been done differently in order to obtain a positive outcome.
    Topics covered included:
  • audits, debt collection, extensions of time and penalty remissions – living the dream or a recipe for disaster?
  • ATO views in dealing with tax agents and taxpayers in SME market
  • dealing with the consequences – can doom be averted?
  • reviews, Objections, Private Rulings and opinions – success or doom?

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

Individual sessions

Audit, debt collection, extensions of time and penalty remissions - living the dream or a recipe for disaster

Author(s):  Damian O'CONNOR

This paper details the sometimes harsh realities of dealing with the ATO on a client’s behalf, and looks at some approaches practitioners can take, tips and traps and real life case studies (edited to protect the innocent) which illustrate things that work and things that can make your professional life a whole lot more difficult than it otherwise needs to be.

This paper includes:

  • the playing field:
    •  knowing practitioner and clients rights
    •  respecting the Commissioner’s powers and entitlements, and understanding his policies about how his staff should deal with taxpayers and their representatives
  •  theory and practice:
    • understanding the law
    • pushing things too far 
    • matching the response to the risk 
    • managing perceptions and avoiding unnecessary tension 
    • things that upset the best argued technical positions
  •  cases studies:
    • first – do no harm to your client (or practice) – will the cure turn out to be worse than the original problem?
    • human nature – the too hard basket
    • the benefit of hindsight.
Materials from this session:

ATO's view in dealing with tax agents and taxpayers in SME market

Author(s):  Elizabeth GAMIN

This paper covers:

  • What is the ATO perspective on dealing with taxpayers and tax agents?
  • What is the ATO trying to achieve?
  • What are the ATO’s expectations?
Materials from this session:

Reviews, objections, private rulings and opinions - success or doom?

Author(s):  Trevor PASCALL

This presentation details the relevant steps that tax practitioners should take in progressing matters, tips and traps and strategy. Case studies from real life matters on successful and unsuccessful applications and dealings, and the critical turning points that all taxpayers should be aware of.

This presentation covers:

  • rights and obligations – yours, your client and the Commissioner – what must happen in taking matters further
  • technicalities vs realities – what the law requires, and what actually happens in practice
  • fact or fiction – what to include and what to omit from your submissions.
Materials from this session: