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  2018

The Client Life Cycle: Challenges and Opportunities

Source: Western Australia

Published Date: 16 Oct 2018

 
This event covered the following topics:
  • 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.

Successfully onboarding new clients and considerations for existing clients

Author(s): Tinashe Kamangira CTA
Materials from this session:

Strategies beyond the will: Preplanning for wealth transfer

Author(s): Ross Forrester
Materials from this session:

Elder accounting

Author(s): Loreena Gillon CTA
Materials from this session:

Resolving tax disputes through constructive engagement with the ATO

Author(s): Jonathon Leek CTA , James Galati
Materials from this session:

Details

  • Published On:16 Oct 2018
  • Took place at:Crown Perth, Burswood

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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2018

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