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Institute of Financial Professionals Australia 2023 Conference
2023 Institute of Financial Professionals Australia Annual Conference
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Session 2

Session Agenda

The IGTO will provide an update on the important work of the Inspector-General and Taxation Ombudsman including the latest review investigations (Objections, the Commissioner’s Remedial Power and the Commissioner’s General Powers of Administration), as well as some case studies to illustrate how the Taxation Ombudsman can help to resolve taxation disputes. 
  • Tips and tricks for business succession
  • Business Valuation for succession 
  • Employee Share Ownership Plan (ESOP) for your staff ( and as a succession tool)
  • The client opportunity 
  • Advisory services  
  • Tools - valuation tool, Business Insights Report, exit readiness assessment

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