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The trusted adviser as a gate keeper paper


This paper covers:

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

Author profile

Kenneth Schurgott CTA-Life
Ken Schurgott, CTA-Life 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 has been heavily involved in consultations with the ATO and Treasury on matters involving trusts including the inter-relation with Division 7A. He was National President of The Tax Institute in 2012. - Current at 28 September 2017
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This was presented at 2016 Tasmanian State Convention .

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

Individual sessions

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

Author(s):  Sam McCullough

Materials from this session:

Audits and reviews - How to deal with the ATO

Author(s):  Paul CONDE,  Peter Walker

Materials from this session:

Tax and intellectual property

Author(s):  Magnus Morton

Materials from this session:

Further details about this event:


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