Miscellaneous 2007

ATO access to accountants workpapers and advice

Source: Victoria

Published Date: 1 Nov 2007


This presentation covers:

1. Protecting your client's privileged documents:

  • What does legal professional privilege mean?
  • What is subject to legal professional privilege and what isn't?
  • What should you do to protect legal professional privilege?
  • Can there be limited waiver of legal professional privilege if you do disclose?
  • Dangers of disclosing legal advice so as to run a RAP argument

2. ATO access to accountants workpapers and advice:

  • What do the ATO Guidelines say?
  • How much protection do they really offer?
  • What the courts have said
  • What should you do when asked by the ATO to provide your advice and workpapers?
  • ALRC recommendation to make accountants tax advice privileged.

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  • Published By: Ashley King CTA
  • Published On:1 Nov 2007
  • Took place at:Kooyong Tennis Club, Hawthorn

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Miscellaneous 2007

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