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Planning - how far can you go? paper


This paper covers:

  • do professional advisors have an obligation to advise clients on how to minimise their State and Territory obligations and how to structure their affairs?
  • In light of the express anti-avoidance provisions in a number of States and Territories’ Acts, how far can professional advisors and their clients go when planning for transactions involving State and Territory taxes?
  • When does a professional advisor become a promoter? Does this matter for State and Territory purposes?
  • What are the professional indemnity insurance consequences of a professional advisor engaging in State and Territory tax planning?

Author profile

David Marks QC CTA
David is a commercial Silk at the Queensland Bar practising principally in tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute and other professional bodies. He is a Chartered Tax Adviser and a registered Trust and Estates Practitioner. He received The Tax Institute’s Meritorious Service Award in 2013. David serves on the disciplinary panel of an international practitioner association. - Current at 12 February 2021
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This was presented at Seventh Annual States' Taxation Conference .

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Individual sessions

CPT Custodian

Author(s):  Russell BERGLUND

Materials from this session:

States' taxation cases update

Author(s):  Kiernan DORNEY QC

Materials from this session:

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