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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.
 

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 recording
 

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 recording
 

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 recording


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.

Questions at the coalface webinar recording


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.

Know your obligations webinar recording


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 recording


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 recording


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 recording
 

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 recording
 

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