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  • Early engagement for advice

    You can request an early engagement discussion if you are seeking advice for a complex transaction you are considering or have implemented.

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    The early engagement process

    We will consult with you to:

    • discuss your request and outline the early engagement process
    • seek your timeframes and critical dates
    • explore the tax issues you are seeking advice on
    • arrange an initial discussion or meeting
    • agree on respective roles and responsibilities
    • request a draft application for a ruling, where relevant, with full and true disclosure and relevant supporting information.
    Last modified: 23 Nov 2021QC 50061