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Documentation - Preparation, Enforceability, Retention and Protection presentation


Topics covered in this presentation 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

Author profiles

David Williams CTA-Life
David is a Strategic Adviser in relation to taxation matters operating principally in Sydney. He has been involved in taxation matters for over 35 years, the last 10 as a sole practitioner, and has been writing and presenting on the subject of tax fraud and tax offences since the 1980s with a more recent focus on lessons coming from Operation Wickenby and related investigations, and is the author of Investigations by Administrative Agencies. David was the President of The Tax Institute in 2010. - Current at 18 September 2013
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Bradley Jones CTA
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
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This was presented at The new legal tax environment .

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