Monday
12 May2025
CPA Australia City Taxation Discussion GroupWhat is the risk of taking on a new client
In this discussion group session, Paul will discuss the issues and respond to practitioner questions while maintaining a focus on identifying a pathway to safe ground for you and your client by identifying and considering issues including:
– When you take on a new client you are taking on their past
– Common errors in previously lodged returns
– Strategies to review and rectify previous returns to enable future compliance
– Building (or rebuilding) trust and credibility with your clients; and
– Outlining when it is necessary to communicate with the ATO and how to go about that communication in an efficient way to ensure transparency and cooperation.
SPEAKER: Paul Banister | Partner | Grant Thornton |
Paul Banister is a Chartered Accountant, a Partner at Grant Thornton and is Queensland’s representative on The Tax Institute’s National Council.
He has over 35 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, expert witness reports, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally.
He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016
Please register your spot at https://citytaxation.com.au/courses-page/12may25/
In this discussion group session, Paul will discuss the issues and respond to practitioner questions while maintaining a focus on identifying a pathway to safe ground for you and your client by identifying and considering issues including:
– When you take on a new client you are taking on their past
– Common errors in previously lodged returns
– Strategies to review and rectify previous returns to enable future compliance
– Building (or rebuilding) trust and credibility with your clients; and
– Outlining when it is necessary to communicate with the ATO and how to go about that communication in an efficient way to ensure transparency and cooperation.
SPEAKER: Paul Banister | Partner | Grant Thornton |
Paul Banister is a Chartered Accountant, a Partner at Grant Thornton and is Queensland’s representative on The Tax Institute’s National Council.
He has over 35 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, expert witness reports, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally.
He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016
Please register your spot at https://citytaxation.com.au/courses-page/12may25/
17:30CPA Australia City Taxation Discussion Group Zoom Webinar
