Business, Taxation

12 May 2025 | What is the risk of taking on a new client – Dealing with blunders in earlier years | By Paul Banister of Grant Thornton

When you take on a new client you are taking on their past. Are your predecessor’s conclusions that underpin your proposed return reasonably arguable?

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Henry Kwok Teddy Kosasih

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Online via Zoom

This meeting will be held as an online-only event at the CTDG’s Zoom Webinar platform. Members should not attend the office of CPA Australia for this event. Please note that the CPA office will undergo a renovation during the remainder of 2025.

TOPIC: What is the risk of taking on a new client – Dealing with blunders in earlier years

When you take on a new client you are taking on their past. Are your predecessor’s conclusions that underpin your proposed return reasonably arguable?

Paul will discuss the issues and respond to practitioner questions while maintaining a focus on identifying a pathway to safe ground for you and your client by identifying and considering issues including:

When you take on a new client you are taking on their past
Common errors in previously lodged returns
Strategies to review and rectify previous returns to enable future compliance
Building (or rebuilding) trust and credibility with your clients; and
Outlining when it is necessary to communicate with the ATO and how to go about that communication in an efficient way to ensure transparency and cooperation.

SPEAKER: Paul Banister | Partner | Grant Thornton

Paul Banister is a Chartered Accountant, a Partner at Grant Thornton and is Queensland’s representative on The Tax Institute’s National Council.

He has over 35 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, expert witness reports, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally.

He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016.

Continuing Professional Development Point (CPD Point)

This event will account for up to a maximum of 1.0 CPD Points per session.
A completion certificate will be issued via LMS after the event for attendees who check in with our staff and who have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
You should only claim for the attended hours only.

Attend via Zoom Webinar

Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
To avoid last-minute technical issues, you should check if you are ready for Zoom.
Any questions, please email us or reach us at citytaxation.com.au.
We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.