Description
Navigating engagements and disputes with the Australian Taxation Office (ATO) requires more than just technical tax knowledge—it demands a strategic understanding, good record-keeping, good preparation and a clear understanding of the ATO’s approach. This session will equip accountants and financial professionals with best practices for managing ATO engagements and effectively advocating for clients in engagements with the ATO.
The session will also cover recent trends in ATO audits and dispute resolution, ensuring practitioners are prepared to respond confidently and efficiently.
Whether you’re dealing with complex tax engagement or looking to pre-empt challenges, this session will provide practical guidance to help you achieve better client outcomes and minimise risk.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Tax (Financial) Advice (0.50 hours) and Regulatory Compliance and Consumer Protection (0.50 hours)
ASIC knowledge areas and hours: Taxation (0.50 hours) and Regulatory environment (0.50 hours)
PRESENTED BY
JOSHUA GOLDSMITH
Head of Operational Tax (APAC) at Computershare
Joshua is a registered tax agent with the Tax Practitioners Board and a qualified lawyer. He has previously worked at Big 4 firms as a Tax Advisor and Tax Lawyer, assisting taxpayers of all sizes with tax advice and revenue authority engagements at all stages. His experience spans dealing with revenue authorities globally.
Joshua holds a Bachelor of Law and Bachelor of Commerce from Monash University, as well as a Master of Laws (Taxation) from both the University of Melbourne / Oxford University. Recognised for his achievements, Joshua was a finalist in Lawyers Weekly’s 30 Under 30 awards for Taxation in 2021 and 2022. He was also listed as one of Australia’s Best Lawyers Under 35 (Rising Stars) in 2022 and 2023 and received the Australasian Lawyer’s Excellence Award in 2023.
Joshua thrives on tackling complex tax matters, supporting accounting firms, law firms and financial professionals with tax and commercial issues, assisting clients with ATO interactions, improving taxpayers’ approach to tax governance and revenue authority engagement preparation, and helping achieve favourable outcomes with revenue authorities. Joshua is also an experienced tax trainer and has provided bespoke tax training to accounting firms, law firms and financial professionals.
