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Recorded Webinars

Recorded Webinar: Ethics of Dealing with Clients when Relationship Breakdowns and Disputes Occur Between Them

Unfortunately, there will be times within the public practitioner's client base where uncomfortable situations will arise due to relationship breakdowns and disputes occur between clients. Those situations require careful thought by the practitioner on how to manage their involvem
PRESENTED BY Jeffrey Luckins Partner - William Buck , Melbourne

Date/Time

About the Webinar

Unfortunately, there will be times within the public practitioner's client base where uncomfortable situations will arise due to relationship breakdowns and disputes occur between clients. Those situations require careful thought by the practitioner on how to manage their involvement for both parties. This session explores the issues, including:

  • Red flags that identify that conflict of interest issues need addressing
  • Drawing the line in practice between continuing to act for one or both clients and removing yourself entirely
  • How to manage the client relationship for a domestic relationship breakdown when both partners have roles in their:
    • company or trust business structure
    • SMSF
  • How to manage the client relationship when two non-related business partner clients are in dispute and their structure includes:
    • a trading company and
    • their own respective family trusts as equal shareholders
  • Potential consequences if a conflict of interest isn't addressed by the public accountant
  • Examples of relationship breakdowns and disputes where you may be able to continue to act for all individuals and related entities?
  • Dealing with confidentiality issues occurring with individual clients and their related entities involved in a relationship breakdown or dispute
  • Tips for documentation to be maintained when addressing the issues 

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 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

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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