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.
The TASA review - what it means for you
17 March 2021
TPB Secretary CEO, Michael O’Neill, looks into the Government response to the recommendations made in the final report into the review of the TPB and Tax Agent Services Act 2009 (TASA).
- The TASA review - what it means for you - webinar presentation slides
- The TASA review - what it means for you - hyperlinks document
Know your obligations
17 March 2021
Board member, Debra Anderson, helps newly registered tax practitioners to understand their ongoing registration obligations.
Keep up to date with your ongoing obligations
17 March 2021
Board member, Greg Lewis, explains how the COVID-19 concessions impact your ongoing obligations to maintain your tax agent, BAS agent or tax (financial) adviser registration.
- Keep up to date with your ongoing obligations - webinar presentation slides
- Keep up to date with your ongoing obligations - hyperlinks document
Compliance 2020: A retrospective
17 February 2021
Board member, Greg Lewis, takes a look back at the major TPB compliance matters of 2020.
- Compliance 2020: A retrospective - webinar presentation slides
- Compliance 2020: A retrospective - hyperlinks document
Maintaining your registration
17 February 2021
Board member, Peter de Cure, runs through some important reminders on maintaining your TPB registration.
- Maintaining your registration - webinar presentation slides
- Maintaining your registration - hyperlinks document
Outsourcing and offshoring
16 December 2020
Board member, Greg Lewis, looks into outsourcing and offshoring, including the factors to consider when entering into arrangements and the consequences of having inadequate arrangements in place.
- Outsourcing and offshoring - webinar presentation slides
- Outsourcing and offshoring - hyperlinks document
Keeping it confidential
16 December 2020
Board member, Peter de Cure, discusses your obligations when it comes to confidentiality of client information.
Professional indemnity insurance
25 November 2020
Board member, Debra Anderson, unpacks professional indemnity insurance – an important and ongoing registration requirement.
- Professional indemnity insurance - webinar presentation slides
- Professional indemnity insurance - hyperlinks document
- Professional indemnity insurance - Questions and answers
Compliance matters
25 November 2020
Board member, Peter de Cure, showcases TPB compliance projects and our focus on targeting those cases with the highest risk.
Know your client
29 October 2020
Board member, Greg Lewis, goes over verifying the identity of a client and assessing their suitability, along with the potential risks of illegal intentions towards the business relationship.
Policy news
29 October 2020
TPB Director of Policy and Legislation, Janette Luu, gives an update about the new policy guidance we have developed to assist you meet your obligations as a registered tax practitioner.
Using the cloud
30 September 2020
Board member, Greg Lewis, unpacks your responsibilities what you need to consider if you are using a cloud service provider to store and manage client records.
- Using the cloud - webinar presentation slides
- Using the cloud - hyperlinks document
- Cloud computing - Questions and answers
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: 24 March 2021
