X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the SMSF Adviser bulletin
  • News
    • Money
    • Education
    • Strategy
  • Webcasts
  • Features
  • Events
  • Podcasts
  • Promoted Content
No Results
View All Results
  • News
    • Money
    • Education
    • Strategy
  • Webcasts
  • Features
  • Events
  • Podcasts
  • Promoted Content
No Results
View All Results
Home News

Lawyer reveals key to ATO dispute resolution

An industry lawyer has revealed tips for SMSF professionals to resolve a trustee dispute or contravention with the ATO. 

by Katarina Taurian
March 6, 2014
in News
Reading Time: 1 min read
Share on FacebookShare on Twitter

Speaking at the SPAA national conference in Brisbane recently, Cooper Grace Ward partner Fletch Heinemann said early interactions are “crucial” to resolving a dispute or contravention with the ATO.

Insufficient attention is given to early interactions with the ATO in the dispute resolution process, Mr Heinemann said.

X

“Get in early [and] make sure that there is a full response early on,” he said. “There is only one chance to make that first impression.

“The difficulty is often that those initial letters [from the ATO] may be too polite and don’t quite trigger the necessary urgency from the client and the adviser.”

Mr Heinemann also said practitioners should not allow their client to ignore the ATO’s request or timeframe for response, or provide a “sketchy or long-winded” response.

Practitioners and their clients should remember the ATO’s function is to administer the SIS Act, not to seek justice or prevent hardship, he added.

Tags: News

Related Posts

SMSFA meeting Treasury to discuss new Div 296 legislation

by Keeli Cambourne
January 14, 2026

Peter Burgess, CEO of the SMSFA, told SMSF Adviser that today’s consultation is an opportunity for industry associations to gain...

‘Close personal relationship’ has a high bar: PBR

by Keeli Cambourne
January 14, 2026

The ruling (1052471764879) deals with a beneficiary who is a parent of the deceased. The facts presented to the tribunal...

Adviser numbers ‘volatile’ according to latest data

by Keeli Cambourne
January 14, 2026

Colin Williams, Padua Wealth data manager, said as expected the period between Christmas and the start of 2026 has been...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.
SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About Us

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • News
  • Strategy
  • Money
  • Podcasts
  • Promoted Content
  • Feature Articles
  • Education
  • Video

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Money
  • Education
  • Strategy
  • Webcasts
  • Features
  • Events
  • Podcasts
  • Promoted Content
  • About
  • Advertise
  • Contact Us

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited