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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 16 January 2019
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This was presented at 31st National Convention .

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

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