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Documentation - Preparation, Enforceability, Retention and Protection presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 30 Jan 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:
- Boundaries of legal privilege - recent case law
- Do you need to have documentation?
- Obligations with sensitive transfer pricing documentation
- Document creation and retention policies
- Resolving an audit
- Drafting settlement deeds

Author profiles

David Williams CTA-Life
David Williams, CTA (Life) is a Strategic Adviser in relation to taxation matters operating principally in Sydney. He has been involved in taxation, death duty and estate planning matters for over 45 years, the last 15 as a sole practitioner and prior to that as a partner at an international law firm. He drafted his first will in 1968 and his most recent last week with quite a few in between. During that time he has written and presented extensively on a wide range of subject matter. David was the President of The Tax Institute in 2010. - Current at 19 September 2018
Click here to expand/collapse more articles by David J WILLIAMS.
Bradley Jones CTA
Bradley is a member of the NSW Bar, he has a broad practice in Commonwealth and state revenue matters where regularly advises and appears for both taxpayers and revenue authorities. He advises resident and non-resident clients in the finance, property development, telecommunications and mining industries in relation to both domestic and international transactions. Before coming to the Bar in 2005, Bradley was a senior associate at Mallesons Stephen Jaques. - Current at 31 March 2015
Click here to expand/collapse more articles by Bradley L JONES.

 

This was presented at The new legal tax environment .

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Individual sessions

What do you need to address in a sale agreement and why?

Author(s):  Rod COX

Materials from this session:

Documentation - Preparation, Enforceability, Retention

Author(s):  David J WILLIAMS,  Bradley L JONES

Materials from this session:

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