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  • The trusted adviser as a gate keeper presentation

The trusted adviser as a gate keeper presentation

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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 02 Mar 16 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • fiduciary obligations
  • code of professional conduct
  • informed consent
  • Chinese walls
  • perceived conflicts
  • remote practitioners.

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
Click here to expand/collapse more articles by Ken SCHURGOTT.

 

This was presented at 31st National Convention .

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

Individual sessions

Transfer pricing and the Chevron case

Author(s):  Damian PRESHAW

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Employment taxes - Focus on FBT

Author(s):  Elizabeth LUCAS

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Tax issues for digital business

Author(s):  Joanne DUNNE,  Nathan Krapivensky,  Antonella Schiavello,  Hilary Taylor

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Practical issues - Case studies - Tax & insolvency

Author(s):  Simon AITKEN

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SMSF participation in private business

Author(s):  Matthew Andruchowycz

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Best practice tax governance

Author(s):  Sarah Blakelock

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The evolution of corporate taxation - A work in progress

Author(s):  Ken SPENCE

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Small business CGT concessions selected practical issues

Author(s):  Robert WARNOCK

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The very hungry (not-for- profit) caterpillar

Author(s):  Adam LEVIN

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CGT roll-overs - An SME’s perspective

Author(s):  Stuart Glasgow

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Succession planning to avoid disputes between trustees & beneficiaries

Author(s):  Sam McCullough

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Recent developments in tax transparency

Author(s):  Dr Michael DIRKIS

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The trusted adviser as a gate keeper

Author(s):  Ken SCHURGOTT

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An inbound investor’s feast

Author(s):  Katrina PARKYN,  Tim SHERMAN

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ATO Taxation Office roundtable

Author(s):  Gordon S COOPER,  Kirsten FISH,  Andrew MILLS,  Cameron RIDER

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Digital and technological disruptors to your business - How to prepare for and manage them

Author(s):  Peter Williams

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SMSF real property investments

Author(s):  Stuart FORSYTH

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The private funding conundrum

Author(s):  Darren Catherall,  Greg NIELSEN,  William O’Sullivan

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Revisiting reimbursement agreements

Author(s):  Jeffrey CHANG

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2016 National Convention Video Package

Author(s):  Stuart FORSYTH

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Further details about this event:

 

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