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The trusted adviser as a gate keeper presentation
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
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 PRESHAWMaterials from this session:
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Employment taxes - Focus on FBT
Author(s): Elizabeth LUCASMaterials from this session:
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Tax issues for digital business
Author(s): Joanne DUNNE, Nathan Krapivensky, Antonella Schiavello, Hilary TaylorMaterials from this session:
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Practical issues - Case studies - Tax & insolvency
Author(s): Simon AITKENMaterials from this session:
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SMSF participation in private business
Author(s): Matthew AndruchowyczMaterials from this session:
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Best practice tax governance
Author(s): Sarah BlakelockMaterials from this session:
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The evolution of corporate taxation - A work in progress
Author(s): Ken SPENCEMaterials from this session:
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Small business CGT concessions selected practical issues
Author(s): Robert WARNOCKMaterials from this session:
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The very hungry (not-for- profit) caterpillar
Author(s): Adam LEVINMaterials from this session:
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CGT roll-overs - An SME’s perspective
Author(s): Stuart GlasgowMaterials from this session:
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Succession planning to avoid disputes between trustees & beneficiaries
Author(s): Sam McCulloughMaterials from this session:
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Recent developments in tax transparency
Author(s): Dr Michael DIRKISMaterials from this session:
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The trusted adviser as a gate keeper
Author(s): Ken SCHURGOTTMaterials from this session:
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An inbound investor’s feast
Author(s): Katrina PARKYN, Tim SHERMANMaterials from this session:
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ATO Taxation Office roundtable
Author(s): Gordon S COOPER, Kirsten FISH, Andrew MILLS, Cameron RIDERMaterials from this session:
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Digital and technological disruptors to your business - How to prepare for and manage them
Author(s): Peter WilliamsMaterials from this session:
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SMSF real property investments
Author(s): Stuart FORSYTHMaterials from this session:
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The private funding conundrum
Author(s): Darren Catherall, Greg NIELSEN, William O’SullivanMaterials from this session:
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Revisiting reimbursement agreements
Author(s): Jeffrey CHANGMaterials from this session:
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2016 National Convention Video Package
Author(s): Stuart FORSYTHMaterials from this session:
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