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.
View PostCategory: Engagement with the ATO and SRO
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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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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What Does the ATO Actually Challenge When It Audits R&D Expenditure?
You lodge an R&D claim. The refund lands. Your client is happy. Then, six months
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Can You Object to an ATO Private Ruling? A Strategic Guide
You’ve applied for an ATO private ruling on a significant transaction. The answer comes back,
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How Long Can an ATO Audit Take, And Is There a Time Limit?
Litigation shouldn’t feel like wandering through fog, stumbling from one procedural step to another. Yet
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ATO Independent Review During an Audit: When to Use It and When to Move On
You receive an email from the ATO. It’s their “final audit position”, and buried in
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General Interest Charge Remission: When the ATO Will Actually Remit It and How to Ask
You settle a tax dispute with the ATO. The tax itself may be manageable at
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What Triggers an ATO Audit of Your R&D Tax Claim?
You lodge an R&D tax incentive claim that looks sound on paper. Your client’s activities
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When Your Client Is Being Audited by the ATO: The Critical Handoff Points for Litigation
Discover when to refer ATO audit clients to tax litigators. Expert guidance on escalation points, privilege protection, and strategic timing for accountants and advisors.
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Why General Interest Charge (GIC) remission isn’t working, and what needs to change
The General Interest Charge (GIC) was introduced with good intentions: to encourage timely tax payments,
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