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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.

Making the most of engagement letters

20 October 2021

Find out how to best use engagement letters to provide a common understanding and communication between you and your clients, while meeting your obligations as a registered tax agent or BAS agent.

Taking care of business: Mental health and wellbeing 

20 October 2021

In this changing environment we understand you may be struggling with your mental wellbeing. That’s why we invited Linda Sheahan and Mel Novak from Beyond Blue to share some ways you can improve your mental health and navigate stressful situations. They were joined by Small Business Adviser, Tim Hoopman, who is a passionate advocate on small business workplace mental health.

Continuing professional education

22 September 2021

In this webinar we provide an update on our recent continuing professional education (CPE) review before we go into all things CPE. You’ll learn about the number of hours required, activities that count towards CPE, circumstances that can affect your CPE and much more.

Understanding tax practitioners and their clients

22 September 2021

Every six months we conduct a survey across a sample of both tax practitioners and consumers of tax practitioner services. The survey helps us to understand consumers’ trust in registered tax practitioners; usage and effectiveness of our public register; and the awareness and effectiveness of the TPB as a regulator. Join us and the ATO as we share the findings and insights gained from our latest surveys.

TPB vision

19 August 2021

In this webinar we present this year’s Corporate and Strategic Plans, which outline our focus areas and priorities. See how we intend to continue to support the public and enhance the integrity of the tax profession by supporting honest tax practitioners.

Sufficient supervision

19 August 2021

Do you have sufficient supervision arrangements in place? In this webinar, we discuss the factors to consider to ensure you meet our sufficient number requirement. We also provide information to help you determine if adequate supervision and control exists, including in situations where remote supervision is being undertaken or you are providing supervision for multiple related or unrelated entities.

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.


    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: 19 October 2021