An adviser's duties to a client podcast
Source: New South Wales
Published Date: 10 Aug 2022
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.
Individual Session
An adviser's duties to a client
Details
- Published By: Arthur Athanasiou CTA-Life
- Published On:10 Aug 2022
- Took place at:Novotel Barossa Valley Resort
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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.
The Tax Institute
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The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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