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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• Individuals
• Public business, not-for-profit, international and privately owned and wealthy groups
• Small business advice

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.