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Recorded Webinars

Recorded Webinar: The Ethics of Taking on a New Client or Letting One Go

It's part of public practice that clients may come and go for a variety of reasons. This session explores the ethical considerations when a practitioner may wish to accept or decline an approach from a prospective new client, or determine that it may be best if an existing client
PRESENTED BY Megan Bishop Partner - Piper Alderman , Melbourne

Date/Time

About the Webinar

It's part of public practice that clients may come and go for a variety of reasons. This session explores the ethical considerations when a practitioner may wish to accept or decline an approach from a prospective new client, or determine that it may be best if an existing client engagement come to an end, including:

  • The type of due diligence that may be undertaken when considering taking on a new client
  • Action to take if due diligence on a new client uncovers “skeletons in the closet”
  • Addressing the issues when:
    • responding to ethical letter received from accountant approached by a client you disengaged from for ethical reasons
    • communicating with prior accountant when you are approached by a prospective new client
  • Situations when managing a conflict of interest may be acceptable
  • Practical examples where:
    • a new client request may be denied
    • an ongoing client relationship may be terminated
  • Checklist of ethical issues to address when:
    • considering taking on a new client
    • considering whether to continue with a client engagement

Presented By

Megan Bishop
Partner, Piper Alderman Melbourne, Vic.

Megan is a taxation partner in Piper Alderman’s Corporate Team. She has more than 15 years’ experience in State and Federal tax dispute resolution, including having acted for the taxpayer in JMC Pty Ltd v C of T [2023] FCAFC 76). Megan is recognised for her technical expertise and focus on finding solutions that are in line with client objectives.

She has assisted private and public companies, not-for-profit entities, individuals, trusts, partnerships and superannuation funds to navigate and manage State, Federal and inter-jurisdictional tax issues, including:

  • tax risk mitigation strategies, including advice on application of anti-avoidance provisions and options for certainty such as ruling requests
  • voluntary disclosures
  • ATO and other Regulator powers in relation to access to premises and documents
  • ATO risk reviews, audits and justified trust reviews and AusIndustry examinations
  • ATO objections and AusIndustry internal reviews
  • alternative dispute resolution
  • tax litigation

In addition to being a lawyer, Megan is also a trained mediator.

Megan was recognised in the 2025 and 2026 editions of The Best Lawyers in Australia and previously in the 2024 edition of Best Lawyers: Ones to Watch. Megan Bishop’s Piper Alderman tax team was also recognised in The Best Lawyers in Australia 2026 listings for law firms.

Who Should Attend?

This webinar is suitable for accountants throughout Australia. 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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