Part IVA in Focus: Recent Cases, Real Risks

Current as of: 29 October 2025.

Tax planning or tax avoidance? The line can be difficult to determine. For advisers, there is a critical need to help clients understand risks, potential benefits, and options.

In this webinar, Fletch Heinemann, principal at specialist tax law firm HLS Tax Law, and Emily Pritchard, Acis CEO, discuss lessons from recent cases as well as ATO audit targets.

Fletch is known for helping clients manage complex disputes with the ATO and state revenue offices. He draws on that experience to provide front-end advice to clients. Recognised by Doyle’s Guide and Best Lawyers Australia as one of Queensland’s leading tax lawyers, Fletch combines deep expertise with practical, commercial advice.

Key Takeaways:
  • Specific risks from recent case law.
  • Correct legal test for when Part IVA applies.
  • Common ATO audit risks.
  • Options advisers can provide to help clients manage risk.

You can access the presentation slides here, or watch the webinar recording below.