Published on 30 Jan 03
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Topics covered in this seminar paper include:
- Boundaries of legal privilege - recent case law
- Do you need to have documentation?
- Obligations with sensitive transfer pricing documentation
- Document creation and retention policies
- Resolving an audit
- Drafting settlement deeds
David Williams, CTA (Life) is a Strategic Adviser in relation to taxation matters operating principally in Sydney. He has been involved in taxation, death duty and estate planning matters for over 45 years, the last 15 as a sole practitioner and prior to that as a partner at an international law firm. He drafted his first will in 1968 and his most recent last week with quite a few in between. During that time he has written and presented extensively on a wide range of subject matter. David was the President of The Tax Institute in 2010.
- Current at
19 September 2018
Bradley is a member of the NSW Bar, he has a broad practice in Commonwealth and state revenue matters where regularly advises and appears for both taxpayers and revenue authorities. He advises resident and non-resident clients in the finance, property development, telecommunications and mining industries in relation to both domestic and international transactions. Before coming to the Bar in 2005, Bradley was a senior associate at Mallesons Stephen Jaques.
- Current at
31 March 2015