This session explores the intersection of dispute resolution and client vulnerability in taxation practice. Drawing on real-world experience and the ATO’s new Vulnerability Framework (October 2025), the panel discussed how practitioners can identify and manage vulnerability with empathy and professionalism and will explore the following:
- Managing disputes involving vulnerable clients and those involving the ATO, where vulnerability may impact communication or decision-making;
- Applying the ATO’s Vulnerability Framework;
- Practical strategies for de-escalation, maintaining impartiality, and achieving fair outcomes; and
- Navigating government and cross-agency supports for vulnerable taxpayers.