Navigating an ATO review presentation

Published on 15 Sep 22 by NATIONAL DIVISION, THE TAX INSTITUTE

The ATO continues to roll out its review of our industry with the latest wave being through the Next Action Risk Review (NARR) for some funds. This presentation briefly touches on the areas of focus in relation to these reviews but importantly explore what can we learn from them as to next steps on managing the ever-increasing expectations on tax governance in our community, with our regulator and with our Boards.

Our panel considers and discusses:

• considerations from recent Next Action Reviews from the ATO

• avenues available to the ATO to pursue outcomes

• engagement strategies with the ATO

• other areas of focus when considering next steps such as brand awareness, non-financial matters and Board support.

Author profiles

Stephen Chen CTA

Stephen Chen, CTA, is a Partner in the MinterEllison tax practice, specialising in Tax Controversy. Stephen advises a significant number of the world’s largest organisations on managing their tax audits and disputes. Stephen also frequently instructs in high profile Australian tax litigation for taxpayers in all jurisdictions. - Current at 05 June 2025

More by Stephen Chen

• Navigating an ATO review paper - 15-September-2022
• R&D: navigating disputes - 01-August-2022
• A look at how the Commissioner deals with phoenix companies - 01-August-2016
• Finding fraud or evasion in the corporate tax environment - 01-May-2015

Click here to expand/collapse more articles by Stephen Chen.

Jeremy Geale CTA

Jeremy Geale, CTA is a Partner at MinterEllison. Jeremy Geale joined MinterEllison recently, having previously been a Deputy Commissioner with the ATO responsible for the ATO's Review and Dispute Resolution area, covering all objections and litigation. He was also formerly the Deputy Chief Tax Counsel responsible for superannuation. Jeremy has more than 20 years tax and superannuation experience, most of which has been spent assisting taxpayers and the ATO to resolve complex tax disputes from audit through to litigation. He regularly acts for a number of funds, assisting them with engagement with the ATO, management of tax risk and governance, audit assistance and dispute resolution. - Current at 04 July 2023

More by Jeremy GEALE

• An update on legal professional privilege - 01-October-2022
• Navigating an ATO review paper - 15-September-2022
• An update on Legal Professional Privilege paper - 19-May-2022
• Hot tax topics - Legal professional privilege: A legal right or an immunity from disclosure? paper - 28-April-2022
• Disruptive technologies and the GST law: Old problems in a new form paper - 09-September-2016
• GST and E-commerce paper - 06-September-2012
• GST litigation and dispute resolution in the courts - 01-February-2012
• GST litigation and dispute resolution in the courts paper - 08-September-2011
• Finding solutions to the GST and property crossword puzzle paper - 15-October-2010
• GST developments paper - 07-October-2010
• GST & property development technical paper - 26-March-2010

Click here to expand/collapse more articles by Jeremy GEALE.