2024

The accidental SGE adviser

Published Date: 11 Sep 2024

 

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There are number of ways in which a "small" client can suddenly become "big" resulting in the long-term advisor and tax agent needing to grapple with issues ordinarily only faced at the big end of town. This practical session aimed to arm SME advisors with the knowledge to identify issues when a small client becomes big. The session covers:

  • The key issues to be aware of with the Significant Global Entity (SGE) regime
  • What does being an SGE mean
  • Will the ATO be as forgiving if an SGE makes a mistake with its affairs
  • Common scenarios in which a taxpayer may unknowingly be or become an SGE; and
  • How is the ATO likely to use data to identify transfer pricing risk.
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2024

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