Learning & events

PDG event | Perth Tax Clinic: A practical guide to resolving disputes with the ATO

with Annett Morgan and Chelsea Quirk

Tuesday 12 November 2019 | Perth

A practical guide to resolving disputes with the ATO including a summary of the Commissioner’s policies covering a range of the most common issues faced by taxpayers in dispute with the ATO and an introduction to the Curtin Tax Clinic which was established in July 2018 and is assisting many taxpayers in dispute with the ATO.

This presentation will provide:

1. Explanation of the Curtin Tax Clinic

  • Who they help and what they do
  • How it is funded
  • Purpose and Aims of the Clinic

2. Practical experience of resolving disputes with the ATO.

  • Hardship applications
  • Debt/GIC
  • Objections
  • Director Penalty Notices

3. Summary of Commissioner’s policies on:

  • Dispute resolution
  • Remission of interest charges
  • Hardship

4. What to do when the ATO gets is wrong.

5. Practical tips for resolving disputes with the ATO:

  • Communicating with the ATO
  • Finding the right decision-maker
  • What not to do

6. Case examples of ATO disputes resolved for:

  • CTC clients – criminal prosecutions
  • Corporate clients – costs, disputed debts

About the presenters

Annett Morgan is currently a lecturer in taxation within the Curtin Law School at Curtin University and the Curtin Tax Clinic Director/Registered Tax which is the first pro-bono taxation clinic in Australia. The clinic concept has been awarded 2 grants since its inception in July 2018. Annette has been involved in taxation for in excess of 30 years and has enjoyed a variety of roles during this period. She is a Chartered Tax Advisor with the Taxation Institute of Australia, Fellow of CPA Australia and the current Vice President of the Australasian Tax Teachers Association. She has written several papers on a variety of topics, co-authors a taxation book and is the author on the taxation chapter within the WA Law Handbook.

Chelsea Quirk is a Senior Associate in Jackson McDonald’s Dispute Resolution and Litigation team. Chelsea has a particular interest and experience in alternative dispute resolution having previously worked for the Small Business Development Corporation assisting small businesses to resolve disputes. In private practice, she has gained significant experience in resolving disputes with and for the Australian Taxation Office. In conjunction with the Curtain Tax Clinic, Chelsea has developed and implemented the firm’s pro bono program to provide legal assistance to individuals facing prosecution by the ATO for tax related offences.

Thanks to Jackson McDonald for generously supporting this event.