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An adviser’s duties to a client podcast

Member Price: $35.00
Non Member Price: $43.00

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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 10 Aug 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers:

  • A comparative analysis of legal practitioners and tax agents for giving tax advice
  • If a client requests tax advice that is considered as being “risky” is the tax advisor compelled to provide the advice sought?
  • What are the issues that an adviser faces if the Commissioner disputes a transaction that has been advised on and issues a penalty assessment? What right does the trustee have? How can an advisor mitigate any potential loss from an aggrieved client?
  • The potential application of other laws such as the Australian Consumer Law, Promoter Penalties, Criminal Code and the general provisions of Taxation Administration Act, will also be considered.

Author profile

Arthur Athanasiou CTA-Life
Photo of author, Arthur ATHANASIOU Arthur Athanasiou, CTA (Life), is an Accredited Tax Law Specialist and Principal of AGA Legal Pty Ltd. He is a highly competent and well-respected tax lawyer with 30 years’ experience. While he provides clients with tax and structuring advice, his main area of focus is in resolving tax disputes with the ATO and SRO and settling tax audits. Arthur also practises in matters involving tax agents and inquiries by the Tax Practitioners Board including appealing adverse TPB decisions. His practice also extends to white-collar crime, and other taxation offences. He also has a Deceased Estates practice. Arthur has qualified as a Chartered Accountant and is a former President of The Tax Institute. He has been appointed as an Adjunct Professor at La Trobe University Law School and chaired the Law Institute’s Tax Law Advisory Committee for a decade. Arthur has been recognized by Doyle's Guide who has recognized him as a "Leading Lawyer, Tax Law, Victoria" multiple times (2016, 2018-2024) and a "Recommended Lawyer, Tax Law, Victoria" (2015, 2017). Best Lawyers Peer Review recognised him as "Best Lawyer Trusts and Estates" (2022-2026) and for his work in Tax Law (since 2023). He is a widely published writer on taxation issues and regularly appears in mainstream media and presents at tax conferences and seminars. - Current at 03 June 2025
Click here to expand/collapse more articles by Arthur ATHANASIOU.

 

This was presented at Barossa Convention .

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

Individual sessions

Life beyond Section 100A and investment structuring

Author(s):  Yan WONG

Materials from this session:

M&A – Navigating tax in the Risks & Opportunities that exist in a post-COVID world

Author(s):  D'Angelica Mark

Materials from this session:

South Australian Deeds

Author(s):  Julie VAN DER VELDE

Materials from this session:

An adviser’s duties to a client

Author(s):  Arthur ATHANASIOU

Materials from this session:

Professional practice profits allocation + PSI

Author(s):  Sonia Mascolo

Materials from this session:

Keynote address

Author(s):  Andrea Michaels

Materials from this session:

Tax Policy & Advocacy update

Author(s):  Julie Abdalla,  Robyn Jacobson

Materials from this session:

Back (dated) to the future

Author(s):  Briony Hutchens

Materials from this session:

Cryptocurrencies, NFTs, DeFi and the future of blockchain

Author(s):  Will Fennell

Materials from this session:

Determining employment status, a matter for judges or parliament?

Author(s):  Suzanne MACKENZIE,  Andrew STEWART

Materials from this session:

International expansion for SMEs

Author(s):  Phil Shepherd,  Angelica Caruso

Materials from this session:

Tax litigation and disputes – what we can learn from the past

Author(s):  Jessica Pengelly

Materials from this session:

Further details about this event:

 

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