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The Client Life Cycle: Challenges and Opportunities
Published on 16 Oct 2018 | Took place at Crown Perth, Burswood, WA
This event covered the following topics:
- what administrative and practical matters must you do once you’ve won a new client
- constructive dispute resolution with the ATO
- planning for wealth transfer
- what to do if your client is separating from their spouse/de facto
- protecting your elderly clients
- tax issues for clients entering and exiting Australia.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Successfully onboarding new clients and considerations for existing clients
Author(s):
Tinashe Kamangira
This paper covers:
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Strategies beyond the will: Preplanning for wealth transfer
Author(s):
Ross Forrester
This paper covers:
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Resolving tax disputes through constructive engagement with the ATO
Author(s):
Jonathon LEEK,
James Galati
This presentation covers:
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Elder accounting
Author(s):
Loreena Gillon
This paper covers:
Materials from this session:
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The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.