Legal Professional Privilege – Are You Protected?

Recently, the ATO has shown an appetite to challenge claims for legal professional privilege (LPP). This
is often in the context of taxpayers responding to requests for information or formal notices.

The area of privilege can be a legal minefield. The focus of the session is to provide some practical
examples of the types of communications that are likely to attract privilege and those circumstances
where privilege can be waived, for instance:

• Who can give privileged advice? Can non-legal tax
  advisers give privileged advice, can accountants with law degrees, how about non-lawyers working under
  the supervision of lawyers, in-house corporate counsel?
• Under what circumstances can privilege be
   waived? Can on-disclosure to auditors, financial institutions constitute waiver, how about on-disclosure
   to accountants, other departments within an organisation?

Learning Outcomes:

A better understanding of how legal professional privilege applies in
the context of responding to ATO information requests.

Suited to:

Small and large firms, for introductory to intermediate staff.

You will also be provided with:

• The PowerPoint Presentation Slide deck
• A Searchable Transcript
• Any Supporting Documentation