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2020 Tasmanian State Convention - Pre Convention Workshop

Thursday, 15 October 2020 - 10:00 AM to
Thursday, 15 October 2020 - 12:00 PM
The Henry Jones Art Hotel 25 Hunter Street, Hobart, TAS Australia

Registration Time: 09:30:00 AM

Member Price: $225.00

Non Member Price: $275.00

CPD hours:2.00

Earn extra 2 CPD hours by registering the pre-convention workshop!

Mid-morning email from the TPB pops up: “Notice of Decision to Investigate” You open the email, shaking… Afternoon email from the ATO pops up: “Notice of Audit”. You’re still shaking… What do you do when the email is notification of a client audit? What do you do when the email is an investigation into your own conduct as a practitioner?

Accountants and lawyers live in different professional worlds but often need to work together in the interests of a mutual client in a dispute with the ATO. A significant aspect of the work of the accountant is to derive information from data and present it in accordance with accepted conventions. This is almost always an objective exercise. Lawyers view the same data and information as representing a set of facts and assess it in terms of evidential probity: that is, is it relevant? Is it admissible? Will it help or harm the client? This is almost always subjective.

Worlds collide when different views are taken of the same set of facts. But how can that be?

For clients to get the best outcome in a tax dispute, these worlds need to be reconciled. How is this to be done?

With highly experienced practitioners on our panel, this workshop session will look at the key practical issues that accountants and lawyers need to traverse in dealing with each other and preparing to work together in order to successfully assist clients through the treacherous world of ATO audits. We also look at the same issues for the situation where it is you, the Accountant, not the client that is in the crosshairs of a TPB investigation. In particular we will discuss:

  • When is evidence actually admissible evidence?
  • Different types of evidence drawn from records and record keeping
  • The interaction of accountants with their clients
  • How to respond to the ATO (or the TPB) in terms of addressing what they want
  • Limitations on what the ATO can and must do
  • The importance of sticking to instructions when engaging with the ATO (or the TPB).


  • Marg Marshall, CTA, WLF Accounting & Advisory
  • Chris Wallis, CTA, Victorian Bar


  • Matthew Pawson, CTA-Life, Rae & Partners Lawyers

Some limited pre-reading will be required to maximise the effectiveness of this session.