CPD OUTSIDE AAT

Please see below additional CPD events outside of AAT Australia.
These events can be added to your annual CPD hours and will give you additional insight into the industry.

Wednesday September 30th - 1 to 1.45pm AEST
Using the Cloud
Find out what your responsibilities are and what you need to consider if you are using a cloud service provider to store and manage client records.

Follow this link to register

Wednesday September 30th - 3 to 4pm AEST
Know your obligations
It’s important for new tax practitioners to understand their ongoing registration obligations. Join this webinar if you are a newly registered tax agent, BAS agent or tax (financial) adviser
Follow this link to register

Thursday October 29th - 11 to 11.45am AEDT
Know your client
'Know your client' is the process of verifying the identity of a client and assessing their suitability, along with the potential risks of illegal intentions towards the business relationship. Join our webinar to learn more.
Follow this link to register

Thursday October 29th - 2 to 3pm AEDT
Policy news
Join us to hear the latest information about the new policy guidance we have developed to assist you meet your obligations as a registered tax practitioner. We’ll discuss a range of topics, including our review of continuing professional education and professional indemnity insurance requirements, what additional services BAS agents may be able to provide and further information to help you comply with the Code of Professional Conduct
Follow this link to register

Wednesday November 25th - 11 to 11.45am AEDT
Professional Indemnity Insurance
Professional indemnity (PI) insurance is an ongoing registration requirement. Join us to find out why PI insurance is important, what cover you require and what your policy should cover and include
Follow this link to register

Wednesday November 25th - 3 to 4pm AEDT
Compliance matters
This webinar will showcase current TPB compliance projects and our focus on targeting those cases with the highest risk. We’ll also share some recent compliance case studies
Follow this link to register

Wednesday December 16th - 1 to 1.45pm AEDT
Outsourcing and Offshoring
Learn more about outsourcing and offshoring, including the factors to consider when entering into arrangements and the consequences of having inadequate arrangements in place
Follow this link to register

Wednesday December 16th - 3 to 4pm AEDT
Keeping it confidential
Understand your obligations when it comes to confidentiality of client information under the Code of Professional Conduct, privacy legislation and how it relates to providing information to third parties. We also provide an update on using and disclosing a client’s TFN and the use of TFN information in email communications
Follow this link to register

 

You can claim continuing professional education/development for attending these webinars.

TPB Free Webinars
Follow this link to register for free webinars presented by the Tax Practitioners Board

https://www.tpb.gov.au/webinars

ATO
Podcast – Tax inVoice


The ATO want tax and super to be as easy as it can be, so they're doing things a bit differently.
Their podcast Tax inVoice is the easy way to keep updated about the latest tax and super information and how you can meet your obligations.
See more here...


https://www.ato.gov.au/Media-centre/Video-and-audio-files/ATO-podcast---Tax-inVoice/

ATO announces rollout of new online services public beta
Eventually replacing the tax and BAS agent portals altogether, the ATO has announced the progressive rollout of the public beta commencing this week with all agents expected to have access by March 2019.
BAS agents will be advised via email when they have access to the new system along with instructions on how to use the new platform.
Whilst these new services have been in beta for quite some time, the ATO are encouraging agents to use the new services and provide any feedback related to ongoing improvements.  The portals will remain functional in their current format to allow for a transitional time to the new services.
You can access pre-recorded webinars prepared by the ATO to assist you in navigating the new services.

https://www.ato.gov.au/Tax-professionals/Online-services-for-agents/In-detail/Online-services-for-agents-webinars/


INTUIT
Webinar: job management in QuickBooks Online

Trying to convince tradie, service-based or contractor clients to go paperless?  This webinar covers how QuickBooks and ServiceM8 work together to provide an end-to-end solution for trade or service businesses, streamlining work from the client’s first call to reconciliation. ServiceM8 provides everything your clients need to manage jobs, staff and customers.  And the integration lets you share your client’s inventory items and tax settings between both programs. 

View it today!

Episode One of Bookie & Beano Podcast

Join our resident bookie, Diane Lucas, and favourite beano, Kane Munro, for the first episode of their new podcast. Episode one covers the relationship between accountants and bookkeepers. There is a perception out there that accountants and bookkeepers are always at loggerheads over clients and that accountants look down at bookkeepers. That’s often not the case at all. Check out the first episode here.


All you need to know about new clients for QuickBooks Online

Considering a new QuickBooks Online client? Audit their books without any guesswork.
Quickly understand the state of a new client’s books using the Overview tab—a central place to find setup information, transaction history, and key problem areas.

Learn more today!