Webinar resources hub
Access our webinar resources below, including the presentation slides, hyperlink documents and recordings of the webinars we ran over the past six months. Our webinar recordings are generally available 1-2 weeks after the live webinar has taken place.
You can also register for future sessions to attend one of our live webinars.
Privacy and securing personal information
5 May 2022
This Privacy Awareness Week, we provide guidance on the steps you need to take to protect the personal information you hold. You’ll also find out what steps you should take to mitigate the risk of malicious attacks.
- Privacy and securing personal information – webinar presentation slides
- Privacy and securing personal information – hyperlinks document
Boost your mental wellbeing
7 April 2022
We understand that in this changing environment people may be struggling with their mental wellbeing. That’s why we invited representatives from Beyond Blue to share some ways you can improve your mental health and navigate stressful situations.
- Boost your mental wellbeing – webinar presentation slides
- Boost your mental wellbeing – hyperlinks document
Proof of identity requirements
23 March 2022
Know your client is the process of verifying the identity of a client and assessing their suitability, along with the potential risks of illegal intentions towards the business relationship. We were joined by the ATO to discuss your proof-of-identity requirements as a tax practitioner and our finalised guidance.
- Proof of identity requirements – webinar presentation slides
- Proof of identity requirements – hyperlinks document
Questions at the coalface
23 March 2022
Our Directors participated in an open session where registered tax practitioners asked us questions about their obligations. We answered questions about registration, compliance, policy, legislative reform and IT.
Are you taking reasonable care?
15 February 2022
Taking reasonable care is an important element of the Code of Professional Conduct. Although there’s no set formula for determining what it means to take reasonable care in any given situation, we’ll help you determine what steps to take. We’ll share examples to help you exercise your professional judgement.
- Are you taking reasonable care? - webinar presentation slides
- Are you taking reasonable care? - hyperlinks document
Confidentiality and conflicts - what to do!
15 February 2022
Understand your responsibilities under the Code of Professional Conduct for protecting client information and effectively managing conflicts of interest that may arise.
- Confidentiality and conflicts - what to do! - webinar presentation slides
- Confidentiality and conflicts - what to do! - hyperlinks document
- Confidentiality and conflicts – what to do! - questions and answers
CPE review: What it means for you
16 December 2021
Our continuing professional education (CPE) policy is changing from 1 July 2022. Board member, Debra Anderson, discusses what this new policy means for you.
- CPE review: What it means for you - webinar presentation slides
- CPE review: What it means for you - hyperlinks document
Compliance 2021: A retrospective
16 December 2021
In this webinar we take a look back at the major compliance matters from 2021. We’ll go over the types of cases we investigated, the outcomes, and what happens during an investigation. We’ll also dissect some of the high-profile cases we handled.
- Compliance 2021: A retrospective - webinar presentation slides
- Compliance 2021: A retrospective - hyperlinks document
Single Disciplinary Body - what this means for your tax (financial) adviser registration
9 December 2021
From 1 January 2022, the Tax Practitioners Board will no longer regulate tax (financial) advisers. Janette Luu from the TPB and Leah Sciacca from ASIC will discuss what this means for your tax (financial) adviser registration.
- Single Disciplinary Body - what this means for your tax (financial) adviser registration - webinar presentation slides
- Single Disciplinary Body - what this means for your tax (financial) adviser registration - hyperlinks document
- Frequently asked questions – Single disciplinary body for financial advisers
- Registration options to provide tax (financial) advice services from 1 January 2022
Further information
You can access our full library of webinar recordings from our YouTube channel. You can claim your CPE by watching our webinar recordings.
Last modified: 12 May 2022