Miscellaneous 2022

An adviser's duties to a client

Source: New South Wales

Published Date: 10 Aug 2022


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This video covers:
  • A comparative analysis of legal practitioners and tax agents for giving tax advice
  • If a client requests tax advice that is considered as being "risky" is the tax advisor compelled to provide the advice sought?
  • What are the issues that an adviser faces if the Commissioner disputes a transaction that has been advised on and issues a penalty assessment? What right does the trustee have? How can an advisor mitigate any potential loss from an aggrieved client?
  • The potential application of other laws such as the Australian Consumer Law, Promoter Penalties, Criminal Code and the general provisions of Taxation Administration Act, will also be considered.

Individual Session

An adviser's duties to a client

Author(s): Arthur Athanasiou CTA-Life


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Miscellaneous 2022

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