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Tax Disputes Masterclass

Published on 16 Mar 2022 | Took place at Establishment Hotel Sydney & Online, National

This event provided both technical insights and practical tips for resolving tax disputes. The different perspectives of our wide variety of presenters, from senior ATO officers to members of the tax bar and experienced Tax Controversy professionals, brought fresh thinking to the nuanced challenge of seeking to resolve a tax dispute.

Get a 20% discount when you buy all the items from this event.

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Individual sessions

LPP in tax audits and disputes

Author(s):  Lisa HESPE

This presentation covers awareness of the issues relating to privilege considerations and claims in tax reviews, audits and subsequent disputes. As part of those considerations, the session also covered the ATO’s current draft protocol on legal professional privilege including observations around the ATO’s guidance and how that intersects with the application of this
fundamental common law right.

 

Materials from this session:

Declaratory relief – finally an alternative to Part IVC?

Author(s):  Gareth Redenbach

This paper covers:

  • What can be achieved via declaratory relief
  • When it may be appropriate or not appropriate
  • The relevant benefits to taxpayers and the Commissioner
  • What to practically expect if declaratory relief is sought.
Materials from this session:

What does the ATO want to see in audits? – what is good evidence and what is not?

Author(s):  Nabil (Bill) F. OROW

This presentation covers practical case studies to help you and your client navigate a tax audit with the ATO.

Materials from this session:

ATO and taxpayer cases that have led to a court case

Author(s):  Fiona DILLON

This presentation covers insights from a senior ATO officer on their experience in tax disputes from the ATO perspective,
including examples of cases that have gone to court, and how the ATO has balanced properly defending its position against its
obligations under the Model Litigant rules.

Materials from this session:

Early engagement with the ATO

Author(s):  Sandra Farhat,  Fiona Beckett-Cooper,  Jameson Bruce

This paper covers the key considerations and benefits of proactively engaging with the ATO to such resolve issues. Discussion will focus on the various ways taxpayers can engage with the ATO throughout the course of a review or audit.

Materials from this session:

ATO and taxpayer cases that have led to a court case

Author(s):  Fiona DILLON

This presentation covers insights from a senior ATO officer on their experience in tax disputes from the ATO perspective,
including examples of cases that have gone to court, and how the ATO has balanced properly defending its position against its
obligations under the Model Litigant rules.

Materials from this session:

Advisor issues, negligence claims, promoter penalties, safe-harbour rules

Author(s):  Chris KINSELLA,  Judy SULLIVAN

This presentation covers:

  • Claims in negligence
  • Application of the promoter penalties
  • Tax agents’ registration (deregistration)
  • Other considerations.
Materials from this session:

Alternative dispute resolution options: how to resolve a tax dispute

Author(s):  Ram Pandey,  Jeremy GEALE,  Michael Cosgrove This video covers the various options and provide practical guidance on the best approach to resolve a tax dispute prior to litigation.

Materials from this session: