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Recorded Webinars

Recorded Webinar: Client Confidentiality: Ethics and Obligations in Accounting Practice

Client confidentiality is expressly included as a requirement in both the Tax Practitioners Board’s Code of Professional Conduct and the Accountant's Code of Ethics (APES 110). However, in today's world of fast-paced technology, could it be that inadvertent breaches are unknowingl
PRESENTED BY Jeffrey Luckins Partner - William Buck , Melbourne

Date/Time

About the Webinar

Client confidentiality is expressly included as a requirement in both the Tax Practitioners Board’s Code of Professional Conduct and the Accountant's Code of Ethics (APES 110). However, in today's world of fast-paced technology, could it be that inadvertent breaches are unknowingly occurring? Could there also be situations that arise where ethically keeping client confidentiality may arguably not be in a client's best interests? This session explores the topic, including:

  • A review of the TPB's requirements and the Code of Ethics APES 110 concerning client confidentiality
  • How the confidentiality requirements could be being inadvertently breached in practice?
  • Tips for managing client confidentiality for:
    • outsourcing of accounting and tax services
    • engagement letter responses
  • When is it acceptable to share confidential client information and data?
  • When is it a legal requirement to share confidential client information?
  • Strategies and tips to manage cyber security and client confidentiality
  • Accountant’s suspicion of financial or elder abuse occurring to a client - what action options does the accountant have?

Presented By

Jeffrey Luckins
Partner, William Buck Melbourne, Vic

Jeffrey Luckins is a Partner of Audit & Assurance at mid-market accounting and advisory firm William Buck in Melbourne and a Fellow of CPA Australia, Registered Company Auditor, Chartered Secretary, Fellow of the Governance Institute of Australia and Chartered Governance Institute, Chair of the Victorian State Council of the Governance Institute of Australia, Facilitator of the Victorian Company Secretaries Discussion Group, founding member of the IPO Network and Honorary Secretary of the Royal Society of Victoria.

Jeffrey is a thought leader, writer and presenter at conferences, events and for continuing educational programs on a range of topics focused on auditing, accounting, ethics, governance and equity capital markets.

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. 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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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