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The trusted adviser as a gate keeper paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 13 Oct 16 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the starting point: fiduciary obligations
  • code of professional conduct.

Author profile

Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 16 January 2019
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This was presented at 2016 Tasmanian State Convention .

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Individual sessions

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Residency

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Workshop: Estate planning – Navigating the tax issues, from planning to distribution

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The trusted adviser as a gate keeper

Author(s):  Ken SCHURGOTT

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Audits and reviews - How to deal with the ATO

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