Melissa Spurge

   

Session details

Session 5.3: Legal Professional Privilege

The ATO has recently published its guidance to taxpayers and advisers making LPP claims in response to formal notices. The protocol supports the right of taxpayers to keep their communications confidential. At the same time, it provides a framework for taxpayers that allows the ATO to have confidence that relevant information and documents have been provided to the ATO in accordance with the formal notice.

This session will provide different perspectives and practical insights on the ongoing developments in relation to LPP. It will include:

  • An overview of the ATO’s protocol
  • ATO views and common concerns
  • An adviser’s perspective on how to manage LPPPractical guidance on how organisations can ensure they understand their entitlements appropriately, and
  • A summary of how to prepare clearly documented governance approaches to comply with the relevant requirements.

Speaker: Martin Caplice, EY, Faith Harako, Australian Taxation Office, Melissa Spurge, Australian Taxation Office