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.
12 articles
When estates involve businesses, trusts, or significant assets, tax and inheritance disputes often collide. Here's how to manage both without making either worse.
You’re in a tax audit. The ATO has been digging through your restructure, your trust
You’ve lodged your objection. Or maybe you’re already at the AAT, preparing your case. The
You get the call from your accountant . The ATO audit has taken a turn.
You’ve been handling your client’s tax affairs for years. Compliance, planning, lodgements, all smooth. Then
Most business owners have asked themselves this question at some point: “Is this tax strategy
You’re restructuring your business or trust, and every advisor tells you the same thing: “Watch
Understand Australia's tax fraud penalties: criminal charges up to 10 years jail, administrative fines up to 75% shortfall, and personal consequences for directors caught in ATO investigations.
Understand when the ATO refers cases to the CDPP for criminal prosecution, the key triggers, and how to protect your business from escalation.
Discover when to refer ATO audit clients to tax litigators. Expert guidance on escalation points, privilege protection, and strategic timing for accountants and advisors.
You receive an ATO assessment that doesn’t look right. The figures seem wrong, the penalties
“You almost have to pretend the Commissioner isn’t involved.” – Nigel Evans, Aptum Legal Arguing