The new Tax Agents Services Regime - Setting up the procedures necessary to comply with your obligations paper

Published on 09 Oct 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

Note: This paper has been adapted by a paper written and presented by the author at the 2009 National Convention. 

All tax agents need to review their structures and procedures to ensure they are not in breach of any of the requirements of the new regime.

This paper focuses on what you need to do to ensure that the new regime will not adversely affect the ongoing operation of your practice including:

• your obligations under the Code of Professional Conduct
• adequate supervision and control of employees and contractors
• what you need to do if you are outsourcing to related entities, Australian entities or offshore entities
• updating engagement letters and ensuring instructions are adequate.

Author profile

Sue Williamson CTA-Life

Sue Williamson, CTA (Life) leads the Holding Redlich Melbourne Tax Risk Management and Disputes practice. She advises clients on tax risk management including tax governance and ensuring that clients have sufficient evidence to defend their positions. She has acted in various AAT, Federal Court, High Court and Supreme Court tax cases. Sue is also an accredited mediator and has assisted clients in resolving disputes using various ADR mechanisms. Sue was the President of The Tax Institute in 2008, has been a member of several advisory boards, has participated in many consultative forums and lectures in the University of Melbourne Masters of Law program. - Current at 04 July 2023

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