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Recorded Webinars

Recorded Webinar: The Tax Agent Services Act: Ethics, Obligations and What’s Changed

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

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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 refresher of the code obligations prior to the changes
  • 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
  • The interaction of breach reporting with confidentiality requirements
  • Practical examples

Presented By

Jonathon Larosa
Partner, William Buck Melbourne, Vic.

Jonathon’s passion for taxation, paired with business knowledge gained through over fourteen years experience working with many different clients, evokes confidence within colleagues and clients alike.

A keen traveller with a love of adventure, Jonathon brings the same enthusiasm he has for life to his work environment. “Working with business clients in their growth phase is truly exciting,” he says. “Understanding a business and solving complex tax issues in both local and international markets is particularly rewarding. You become part of that business and have a vested interest to see it reach its potential and grow beyond it.”

Another area Jonathan is active in is helping startup technology businesses. Ensuring the most effective structures and access to tax concessions which gives them the best financial position to build their business, is both a professional and personal reward.

For a number of years, Jonathon lectured for the Taxation Institute’s Applied Tax (now CTA 2 Advanced) Program. His ongoing commitment to solving technical tax matters makes Jonathon a valuable asset not just to his clients but to the larger William Buck team that look to him for his specialist knowledge.

Whether it be through transaction planning or ordinary taxation compliance, Jonathon’s focus is always on helping his clients achieve their ultimate commercial goals.

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.

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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