Uploaded on Jan 29, 2025
Conflicts of interest can take varying forms, including not only actual conflicts, but situations that may become conflicting, as well as situations that others may perceive to be a conflict of interest.
Managing Conflicts of Interest in Practice_ An Ethical Guide for Accountants-
Managing Conflicts of Interest in
Practice: An Ethical Guide for
Accountants
Date/Time
30/04/2025
About the Webinar
Conflicts of interest can take varying forms, including not only
actual conflicts, but situations that may become conflicting, as well
as situations that others may perceive to be a conflict of interest.
The obligation the accountant in practice has, is to manage and
minimize such conflict. This session is designed to assist with
achieving that objective, including:
Conflict of interest obligations that accountants need to comply with
Scenarios in practice that can create conflict of interest issues and how
they should be managed
Tips for evaluating whether a potential new client may cause conflict of
interest issues
Dealing with family members and associated entities as clients
Managing commission and referral arrangements
Tips for documentation to be maintained supporting the managing of
conflicts of interest
Consequences of breaching conflict of interest requirements
Practical examples
Presented By
Megan Bishop
Partner, Piper Alderman Melbourne, Vic
Megan is a taxation partner in our Corporate Team. She has more
than 14 years’ experience in State and Federal tax dispute
resolution. 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 edition of The Best Lawyers in
Australia and previously in the 2024 edition of Best Lawyers: Ones
to Watch.
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 - Ethics. 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, Lisa Tran on (03) 8601 7709
or email: [email protected]
For full detail of webinar visit here:
https://www.tved.net.au/recorded-webinars/zb5apr25/recorded-
webinar-managing-conflicts-interest-practice-ethical-guide
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