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The trusted adviser as a gate keeper paper
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 01 October 2019
This was presented at 2016 Tasmanian State Convention .
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