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Tax Practitioner Breach Reporting and Beyond

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Breach reporting, Code of Conduct, disqualified practitioners and what it means to your practice

KS

The breach reporting requirements
The obligation to disclose material matters to current and prospective clients
The duty to report a client that does not correct a material misstatement

A Live Instructor Led Webinar

The PwC scandal has resulted in a swathe of regulatory changes for registered tax and BAS agents which impact practices of all sizes.

In this webinar, learn about the practical implications of:

  • The breach reporting requirements
  • The obligation to disclose material matters to current and prospective clients
  • The duty to report a client that does not correct a material misstatement.

This webinar will focus on the practical implications on tax agents and their clients, including practical tips and resources to help practitioners comply. We will also consider the TPB’s preliminary public statements and its first public guidance on the new Code obligations delivered on 7 August.

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AU $195 members
AU $235 non-members

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Register Team*

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AU $520 members
AU $595 non-members

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Total 1.25 CPD Hours (est.)

Details

Recorded: 30 August 2024

This webinar is presented in partnership with TaxBanter

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

A suite of reforms to the Tax Agent Services Act 2009 has come into force throughout 2024. This webinar will cover reforms which came into effect on 1 January, 1 July and 1 August 2024, including:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • Significant breach reporting requirements
    • What is a significant breach?
    • When must I report my own breach?
    • When must I report a fellow practitioner’s breach?
  • What are the mandatory disclosures I must make to clients
    • What is a material matter?
    • How do I make the disclosure?
  • Correction of material misstatements
    • Do I need to report a client who does not follow my advice to amend?
  • New requirements when onboarding new employees and other workers
  • Record keeping and quality management systems
    • New requirements to ensure practice management procedures are compliant.

Our presenter

Tax Training Team Leader, TaxBanter

Karen Vella

Karen VellaKaren has over 25 years experience in the tax profession, first as a practitioner and more recently as an educator. She trained with the Big Four and initiated her own successful small practice before moving to Hayes Knight as a Partner.

Prior to joining TaxBanter, she spent many years as a trainer and technical writer for Webb Martin Training, and then most recently TaxBytes. She is also a regular presenter and consultant for Knowledge Shop.

Karen loves to talk tax. She has provided tax training to clients ranging from the Australian Taxation Office to accounting firms, both large and small. Her specialty is translating complex content into something meaningful, engaging and practical for her clients, no matter their level of experience.