Miscellaneous 2022

An adviser's duties to a client podcast

Source: New South Wales

Published Date: 10 Aug 2022

 

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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

Author(s): Arthur Athanasiou

Details

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2022

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