- Pros and cons of accepting a role
- Motivation of the various parties
- Risks of completing standard online documents
- Potential for conflicts of interest to arise
- Should you accept the appointment?
Source: National
Published Date: 18 Oct 2021
Individual Session
More by Loreena Gillon
Risky Business - advisers acting on behalf of clients and their entities - Presentation 18 Oct 2021
Risky Business - advisers acting on behalf of clients and their entities - Audio 18 Oct 2021
Risky Business - advisers acting on behalf of clients and their entities - Paper 18 Oct 2021
The tax professional, the executor & the testamentary trust - Paper 04 Dec 2020
The tax professional, the executor & the testamentary trust - Presentation 04 Dec 2020
Session 4.5: Building trust with clients - Video 11 Mar 2020
Administering deceased estates - A practical perspective - Paper 21 Feb 2019
Administering deceased estates - A practical perspective - Presentation 21 Feb 2019
Elder accounting - Paper 16 Oct 2018
Details
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.
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