shopping_cart

Your shopping cart is empty

Successfully onboarding new clients and considerations for existing clients paper

Member Price: $57.00
Non Member Price: $75.00

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 16 Oct 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • client acceptance, engagement acceptance, changes in professional appointment, and terms of engagement
  • trusts
  • companies
  • other tax issues for on-boarding SME clients.

 

 

Author profile

Tinashe Kamangira CTA
Tinashe Kamangira, CTA has over 13 years of accounting, taxation and business advisory experience serving dynamic mid-sized businesses and their owners. His experience includes assisting mid-sized business from start-up through to maturity and/or exit as a growth advisor. Tinashe takes an active role in understanding businesses, assisting in their development and advising on strategic direction, internal financial operations, management reporting, taxation and statutory reporting to help them grow. He holds a Postgraduate Certificate in Information Systems and Information Technology. His other interests include both volunteering and advising various not-for-profit organisations in Australia and Overseas. - Current at 22 May 2018
Click here to expand/collapse more articles by Tinashe Kamangira.

 

This was presented at The Client Life Cycle: Challenges and Opportunities .

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

Materials from this session:

Strategies beyond the will: Preplanning for wealth transfer

Author(s):  Ross Forrester

Materials from this session:

Resolving tax disputes through constructive engagement with the ATO

Author(s):  Jonathon LEEK,  James Galati

Materials from this session:

Elder accounting

Author(s):  Loreena Gillon

Materials from this session:

Further details about this event:

 

Copyright Statement