Your shopping cart is empty

Risky Business – advisers acting on behalf of clients and their entities paper


This paper covers:

  • Pros and cons of accepting a role
  • Motivation of the various parties
  • Risks of completing standard online documents
  • Potential for conflicts of interest to arise
  • Should you accept the appointment?

Author profile

Loreena Gillon CTA
Loreena Gillon, CTA, is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 24 years. Arithmos Chartered Accountants has a client base representing a number of professions, all of whom operate & manage their business affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area. Loreena’s area of special interest is Deceased Estates, and she is a regular presenter for a number of professional bodies. - Current at 08 November 2021
Click here to expand/collapse more articles by Loreena Gillon.


This was presented at The Tax Summit .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Reconstruction or recharacterisation under transfer pricing – arguments for and against

Author(s):  David BOND,  Fiona DILLON,  Dioni Perera

Materials from this session:

Legal Professional Privilege – The Accountant’s concession – recent cases and ATO activity

Author(s):  Mia Clarebrough,  Louisa Andolfatto

Materials from this session:

Building trust with the ATO

Author(s):  Renae Ali,  Justin BYRNE,  Annemarie Wilmore

Materials from this session:

Further details about this event:


Copyright Statement