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Protecting your client’s privileged documents presentation

Published on 01 Nov 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

1. Protecting your client's privileged documents:

  • What does legal professional privilege mean?
  • What is subject to legal professional privilege and what isn't?
  • What should you do to protect legal professional privilege?
  • Can there be limited waiver of legal professional privilege if you do disclose?
  • Dangers of disclosing legal advice so as to run a RAP argument

2. ATO access to accountants workpapers and advice:

  • What do the ATO Guidelines say?
  • How much protection do they really offer?
  • What the courts have said
  • What should you do when asked by the ATO to provide your advice and workpapers?
  • ALRC recommendation to make accountants tax advice privileged.

Author profile:

Carmen MCELWAIN
Carmen is a partner with Maddocks Lawyers.
Current at 1 October 2007 Current at 18 February 2008 Click here to expand/collapse more articles by Carmen MCELWAIN.
 

 

This was presented at ATO access to your and your client's documents .

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

Individual sessions

Protecting your client’s privileged documents

Author(s):  Carmen MCELWAIN

Materials from this session:

ATO access to Accountants workpapers and advice

Author(s):  Ashley KING

Materials from this session:

Further details about this event:

 

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