Show download pdf controls
  • LPP Working Group

    The LPP Working Group was established to provide scope and guidance on Legal Professional Privilege (LPP) in taxation advice and services.

    • Guidance for the taxpayer community concerning the ATO’s view of the scope of LPP, in particular relating to advice and services regarding taxation affairs
    • Revised pro forma templates for LPP claims, with improved guidance regarding the requirements for acceptable claims
    • A standardised “scope of engagement” where a taxpayer wishes to engage an independent law firm to assess potential LPP claims
    • An industry endorsed standard process for engaging independent bodies, where appropriate, for reviewing disputed LPP claims and providing assurance.

    The ATO consultation protocol underpins the ATO’s consultation framework arrangements.

    Contact

    The secretariat of the LPP Working Group can be contacted by email at LPPconsultation@ato.gov.au

    Members

    Organisation

    Members

    ATO

    Anthony Marvello (Chair)

    ATO

    Vicki Hammond (Secretariat)

    ATO

    Danielle Ellershaw

    ATO

    Aislinn Walwyn

    ATO

    Grahame Tanna

    ATO

    Jonathan Todd

    Law Council of Australia

    Adrian Varrasso

    Law Council of Australia

    Clint Harding

    Chartered Accountants Australia and New Zealand (CAANZ)

    Michael Croker

    Chartered Accountants Australia and New Zealand (CAANZ)

    Grant Wardell-Johnson

    Chartered Accountants Australia and New Zealand (CAANZ)

    Judy Sullivan

    Tax Institute Australia

    Sue Williamson

    Key messages

    Key messages from meetings held in the past three years are available below.

    • Month year
    • Month year
    • Month year

    For older key messages or minutes from this group, email us at consult@ato.gov.au.

    Last modified: 19 Mar 2019QC 58299