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Recorded Webinars

Recorded Webinar: Staying Ethically Compliant: Mastering the Latest Tax Agent Obligations

The legislators have been busy in recent times adding various additional responsibilities on tax and BAS agents via the introduction of the breach reporting obligations, as well as adding to the Code of Professional Conduct (Code) obligations. This session reviews the changes, inc
PRESENTED BY Arthur Athanasiou Partner - Thomson Geer Lawyers , Melbourne

Date/Time

About the Webinar

The legislators have been busy in recent times adding various additional responsibilities on tax and BAS agents via the introduction of the breach reporting obligations, as well as adding to the Code of Professional Conduct (Code) obligations. This session reviews the changes, including:

  • A review of the changes to the Code and the Tax Practitioners Board’s interpretations
  • Dealing with the contentious issues with the code changes, including:
    • the false or misleading statement requirements
    • keeping clients informed of all relevant matters
  • The breach reporting obligations, including how to determine if a breach:
    • is a “significant” breach
    • results, or is likely to result, in a “material” loss or damage to another entity
  • Guidance on when breach self-reporting could be triggered in practice
  • Whether documentation provided by a new client, prepared by their prior accountant, could trigger breach reporting obligations, including:
    • unaddressed tax issues such as Division 7A and Section 100A
    • inflated tax claims with no justification provided by the new client
  • Practical examples

Presented By

Arthur Athanasiou
Partner, Thomson Geer Lawyers Melbourne, Vic

Arthur is a Partner with Thomson Geer Lawyers, and is an Accredited Tax Law Specialist and a widely published writer on taxation issues having written many articles and books on taxation.  He regularly appears in the mainstream media, and presents at tax seminars and discussion groups. Arthur qualified as a Chartered Accountant in 1987, and has held senior taxation and management positions in the transport and motor vehicle industries.

He has extensive experience in all areas of direct and indirect taxation and main area of practice is dispute resolution, particularly in the SME sector, with both the ATO and the SRO.

Arthur has many years of experience in complex tax litigation and tax audit negotiations and settlements, as well as broad experience in the taxation of entities, with an emphasis on Division 7A.

Arthur is a former President and Life Member of the Tax Institute, chair of the Tax Law Specialist Accreditation Board and was appointed as Adjunct Professor La Trobe University Law School in January 2019. He has been recognised as a Leading Tax Lawyer in Victoria by Doyles (2017 – 2024) and also in Trusts and Estates by Best Lawyers (2022-24).

Who Should Attend?

This webinar is suitable for accountants – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour - Ethics. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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