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Webinar resources hub

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.

Questions at the coalface

21 July 2021

The TPB Directors held an open session where tax practitioners asked questions in relation to their obligations as a registered tax practitioner. We answered your live questions about registrations, compliance, policy, and IT.

Dealing with client money

21 July 2021

You must account to your client for money or other property you receive from them or on their behalf that you hold on trust. Our Board Member, Greg Lewis, discusses your obligations under Code item 3 when dealing with client money and when you have the right to hold money or property as security for a debt.

Policy news

16 June 2021

Join our Director of Policy and Legislation, Janette Luu to hear the latest information about the new policy guidance we have developed to assist you meet your obligations as a registered tax practitioner. We’ll discuss a range of topics to help you comply with the Code of Professional Conduct.

Proof of identity requirements

16 June 2021

'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. Join our Board Member, Greg Lewis to learn more about your proof of identity requirements as a tax practitioner and hear about our practice note.

    Tax time tips

    20 May 2021

    Board Member, Debra Anderson, and Adam O’Grady, Assistant Commissioner – Risk & Strategy Individuals from the ATO, discuss what’s new this tax time. Learn about the ways you can prepare and the risk areas that the ATO and TPB will be focussing on this year.

    Protecting your clients’ TFNs

    20 May 2021

    Board member, Greg Lewis, helps you learn more about our practice note that provides guidance on the appropriate use and disclosure of client TFNs and TFN information in email communications. In particular we look at the steps we’d expect you to consider and that will assist with compliance with the Code of Professional Conduct.

    Preventing data breaches

    22 April 2021

    Board member, Greg Lewis, and Office of the Australian Information Commissioner Director, Connor Dilleen, go over the steps you should take to mitigate the risk of a data breach. You'll also learn about your obligations in keeping client information safe.

    Cracking the Code

    22 April 2021

    Board member, Debra Anderson, discusses the Code of Professional Conduct and the standards of personal and professional behaviour you must adhere to.

    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).

    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.


    Compliance 2020: A retrospective

    17 February 2021

    Board member, Greg Lewis, takes a look back at the major TPB compliance matters of 2020.

    Maintaining your registration

    17 February 2021

    Board member, Peter de Cure, runs through some important reminders on maintaining your TPB registration.

    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.

    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.

    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.

    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: 21 July 2021