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The Client Life Cycle: challenges and opportunities

Tuesday, 16 October 2018 - 9:00 AM to
Tuesday, 16 October 2018 - 4:00 PM
Crown Perth, Great Eastern Highway, Burswood, WA Australia
Event Coordinator: AmyCraig@taxinstitute.com.au
     

Registration Time: 08:30:00 AM

Member Price: $615.00

Non Member Price: $830.00

CPD hours:6.50

“Life was like a box of chocolates. You never know what you’re gonna get” (Forrest Gump 1994).

Likewise, the clients of a tax adviser. Your clients will come from a range of industries, have varying family circumstances and engage in a wide range of transactions and businesses. Each new client brings with them their own unique issues for us to address.

Whilst this diversity can be very rewarding it also raises numerous challenges. This full day program covers some of the common issues that tax advisers must address for their new clients, including:

  • What administrative and practical matters must you do once you’ve won a new client
  • Constructive dispute resolution with the ATO
  • Planning for wealth transfer
  • What to do if your client is separating from their spouse/de facto
  • Protecting your elderly clients
  • Tax issues for clients entering and exiting Australia

Presenters:

  • Tinashe Kamangira, CTA, Grant Thornton
  • Jonathon Leek, CTA, Deloitte Legal
  • James Galati, Deloitte Legal
  • Ross Forrester, CTA, Westcourt Pty Ltd
  • Rishi Wijay, Klimek & Wijay Family Lawyers
  • Loreena Gillon, CTA, Arithmos Chartered Accountants
  • Penelope Harris, FTI, PwC
  • Mary Italiano, PwC