Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  2025

ATO engagement and disputes – Private wealth taxpayers

Published Date: 6 Mar 2025

 

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

This session provided an update on emerging issues and challenges for managing ATO reviews, audits and disputes for private wealth taxpayers. This session covers practical considerations for seeking efficient resolution of tax controversies. The discussion covered the following:

  • Latest developments in Top 500, Next 5,000 and medium and emerging reviews included The ATO’s current approach to review activity in the private wealth market and practical tips for obtaining an efficient and favourable resolution
  • Key issues in tax disputes Consideration of the most common issues in the private wealth market that lead to disputes
  • Dispute resolution approaches Options available for resolving disputes at different stages of the review, audit and dispute life cycle and the pros and cons of these options; and
  • Practical Guidance Insights regarding preparing for ATO engagement, approach to managing interactions with the ATO in reviews and disputes, and leveraging professional advice for successful outcomes.
Author(s)

Individual Session

Author(s): Geoff Stein CTA
Materials from this session:

Download

Details

  • Published By: Geoff Stein CTA
  • Published On:6 Mar 2025
  • Event Name:Tax Disputes Masterclass
  • Session Name:ATO engagement and disputes – Private wealth taxpayers
  • Read Time:30+ minutes
  • Took place at:The Establishment Sydney & Online

The material is copyright. Apart any fair dealing for the purpose 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

2025

Share this page