Protecting your practice with POI

Join us and the Australian Taxation Office (ATO) as we walk through our proof of identity (POI) requirements. We’ll discuss the increasing importance of being vigilant in undertaking adequate client identification processes that will help minimise risks of identity fraud. The ATO will share some insights on the things that can happen when tax practitioner processes don’t minimise the risk of their practice being the target of fraudulent activities against themselves, their clients and their client’s business.

Breach reporting - myth busting

Unsure about the new breach reporting obligations? We’re debunking the myths. Join this webinar to hear the facts and gain a better understanding. We’ll highlight your reporting requirements, share some examples and case studies

Disqualified entities

The disqualified entity obligations are now in effect. This means you can’t employ or use the services of disqualified entities without our approval or have certain arrangements in place with them. Find out more about these obligations and how they are aimed at upholding the high professional standards, demonstrated by most tax practitioners daily.

Protecting your clients’ TFNs

Keep your client information secure by learning more about the appropriate use and disclosure of client TFNs and TFN information in email communications. We will look at the steps we’d expect you to consider that will assist you to comply with the Code of Professional Conduct.

Privacy – it's everyone's business

This Privacy Awareness Week join us as we provide guidance on the steps tax practitioners need to take to protect personal information you hold. You’ll also find out what steps you should take to mitigate the risk of malicious attacks.

Complying with the Code determination

From 1 July 2025 all tax practitioners must comply with the new Code of Professional Conduct obligations introduced under the Determination. We’ll share practical guidance and examples to ensure you understand the changes and can implement and update systems and processes necessary to meet the obligations.