X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the SMSF Adviser bulletin
  • News
  • Money
  • Education
  • Strategy
  • Webcasts
  • Features
  • Podcasts
  • Events
    • SMSF Technical Strategy Day
    • AI Summit
    • SMSF Awards
    • Australian Wealth Management Awards
  • Promoted Content
No Results
View All Results
  • News
  • Money
  • Education
  • Strategy
  • Webcasts
  • Features
  • Podcasts
  • Events
    • SMSF Technical Strategy Day
    • AI Summit
    • SMSF Awards
    • Australian Wealth Management Awards
  • 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

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

Image: Vitalii Vodolazskyi/stock.adobe.com

Accounting bodies raise concerns over complexity, cost of CGT rules

by Keeli Cambourne
June 17, 2026

In the Senate inquiry into Treasury Laws Amendment (Tax Reform No. 1) Bill 2026, the Institute of Public Accountants and...

Image: andranik123/stock.adobe.com

CGT cost base reset needs consideration but can wait until after 30 June

by Keeli Cambourne
June 17, 2026

In a SuperGuardian webinar, Miller said that one of the key points people need to be mindful of is if...

Image: JYPIX/stock.adobe.com

New rules may skew SMSF investment to established residential property

by Keeli Cambourne
June 17, 2026

Chesworth told SMSF Adviser that with CGT concessions, full deductibility of expenses and zero per cent tax in retirement phase...

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
  • Podcasts
  • Events
    • SMSF Technical Strategy Day
    • AI Summit
    • SMSF Awards
    • Australian Wealth Management Awards
  • 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