Tax Dispute Resolution
&
Risk Management services

This service involves working hand in glove with you and your advisor to resolve the dispute on your terms.

This service offering generally involves us providing you independent advice on the merits of the ATO’s position, a strategy for resolution, help you respond to ATO queries, attend ATO meetings, write respond to ATO Position papers and any other matters to help achieve resolution - on your terms.

This service involves providing you and your advisor with technical support and/or administrative advice.

This service is popular with:

- tax agents seeking a ‘sense check’ of the technical position or advice on tax administrative or strategic considerations;

- individual clients wanting to a ‘second pair of eyes’ on their ATO review or audit; and

- private or public companies seeking assistance with an ATO review or audit.

This service may involve the preparation of response to ATO requests for information, position papers or preparation of objections.

We specialise in helping clients obtain tax certainty in relation to their tax affairs.

The most common service offering is the preparation of private binding rulings. We meet with you, obtain relevant contracts and other documents, and prepare a private binding ruling on the associated tax issues. We bring over 25 years experience in preparing your private binding ruling application.

Alternatively, clients have requested assistance in drafting a request for an amendment assessment or a more formal approach of objecting to an assessment.

There are pros and cons associated with all of the above and we would be happy to discuss those with you.

We also work closely with Australia’s leading senior and junior tax barristers and, should you wish, can work with you to prepare Briefs to Counsel should you choose not to engage with the ATO.

The Tax Administration Act 1953 is not an area many advisors spend too much of their time. However, its a critical component to the potential resolution of any tax dispute and fixing errors.

The difference between a potential penalty of 25% or 50% (compared to 5% or 10%) is significant and can be the difference between resolution of a dispute or ending up in court. These penalty reductions are only available if you act fast and get the right advice.

With this offering we help you fix errors in a way that maximises your chance of eliminating penalty exposure.

This service offers you a high level review of your tax review or audit.

This offering is popular for clients or tax agents seeking a ‘sense check’ to make sure they are managing the ATO review or audit in the best possible way.

We are flexible on the approach, but this usually involves reviewing correspondence between you and the ATO and providing our verbal perspectives.

This is a lower cost option where we aim to provide you and your advisor guidance on how your dispute might be positioned to improve your chances of resolving the dispute on your terms.

We can structure this option to suit your budget.