How Do Tax Disputes and Estate Disputes Overlap in Family Matters?
When estates involve businesses, trusts, or significant assets, tax and inheritance disputes often collide. Here's how to manage both without making either worse.
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47 articles · page 1 of 4
What Is the Tax Treatment of a Family Provision Settlement?
Settling a family provision claim? Understand the CGT, stamp duty and Division 7A consequences before you sign. Practical guidance on tax implications for beneficiaries and executors.
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What Is the ‘Ordinary Family or Commercial Dealing’ Defence to Section 100A?
You distribute income from your family trust each year. You follow a strategy that’s worked
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Division 7A Deemed Dividend Assessments: How to Challenge Them
You open the email from the ATO. There’s an amended assessment. A Division 7A deemed
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What Information Do You Have to Give the ATO in an Audit (and What You Don’t)
You get an email from the ATO. “We’re conducting a review and need some information
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ATO Review vs Audit: What’s the Difference and When Does One Become the Other?
You open the mail and there’s a letter from the ATO. Your first reaction: mild
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How Aggregated Turnover Errors Trigger R&D Disputes with the ATO
You lodge your client’s R&D tax incentive claim . You’ve done the technical work, identified
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What Is a 50/50 Arrangement with the ATO and How Does It Work in Practice?
You’ve received a significant tax assessment. You’re certain there are problems with it and you’re
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Tax Disputes and Cashflow: Why the ATO Can Keep Collecting While You’re Still Arguing
You lodge an objection to a large ATO assessment. Your advisors are confident there’s substance
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How the ATO Escalates from Director Penalty Notices to Winding Up or Bankruptcy
You receive a Director Penalty Notice . Twenty-one days to respond. The letter mentions personal
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Tax Objection vs Amendment Request vs ATO Complaint: Which One Do You Need?
You discover an error in last year’s tax return. Or the ATO has issued an
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ATO Shortfall Penalties: Understanding the 25%, 50% and 75% Bands and How to Manage Them
When the ATO issues an amended assessment with a shortfall penalty attached, you’re not just
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