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Session 19.3: When worlds collide – the accountant, the lawyer, the client and the ATO

With Leanne Connor, CTA, WGC Business Advisors, Andrew Noolan, CTA, Brown Wright Stein Lawyers; Chris Wallis, CTA, Victorian Bar



Accountants and lawyers live in different professional worlds but often need to work together for a common client in dispute with the Australian Taxation Office.

A significant aspect of the work of an accountant is to derive information from data and present it according to certain conventions. Lawyers view data and information as representing a set of facts and assess it in terms of is it evidence; is it relevant, is it admissible and will it help or harm the client?

For the client to get the best outcome in a tax dispute, these world views need to be reconciled. But how?

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