The team at Accountancy Insurance have saved a range of webinars for accounting professionals to view at their leisure. To view the webinar click the icon or the ‘View Recording’ button below on the topic you are interested in.
If you have any questions about the information contained in the webinar, contact the team using the form below and they will be happy to assist.
3 September 2024
Tax audit insurance claim trends affecting accountants in 2023-24.
Presented by: Rod Spicer, Michael Sexton and Roman Kaczynski.
Read more
In this webinar, Rod Spicer, Associate Director of Claims and Underwriting, and Michael Sexton, Senior Manager – Claims, alongside, Roman Kaczynski, Director of Accountancy Insurance will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2023 – 30 June 2024. The Australian Taxation Office (ATO) and other government revenue authorities employ a multifaceted approach to reviewing lodged returns of taxpayers in Australia. Utilising advanced data matching, artificial intelligence, industry benchmarking, and other sophisticated methods, the ATO effectively identifies potential concerns and risks embedded within those lodged returns. These techniques allow for a thorough examination of taxpayer compliance. In this webinar, “Tax audit insurance claim trends affecting accountants in 2023-24”, Rod Spicer, Associate Director of Claims and Underwriting, Michael Sexton, Senior Manager – Claims, and Roman Kaczynski, Director of Accountancy Insurance, will delve into the claim trends identified by the Accountancy Insurance Claims Department from 1 July 2023 to 30 June 2024. The discussion will cover the proportion of claims related to prevalent areas such as Payroll Tax, Income Tax (WRE), and Employer Obligations (PAYG/SG/FBT), drawing insights from almost one million individuals, businesses, and Self-Managed Superannuation Funds participating in Audit Shield. Participants will gain a comprehensive understanding of the current audit landscape, including the frequency of audits, the types of claims, their duration, and how these claims are distributed across firms offering Audit Shield in Australia.
Topic includes:
- Focus will be on claim trends observed between 1 July 2023 and 30 June 2024.
- Examination of the ATO’s use of advanced techniques to identify compliance risks.
- Discussion of key areas: Payroll Tax, Income Tax (WRE), and Employer Obligations.
- Insights into the audit landscape, including claim frequency, types, duration, and distribution.
29 July 2024
Safeguarding accounting firms: Cyber security essentials for SMEs.
Presented by: Mareta Akari, Karen McDonald, and Jason Symons.
Read more
Join us for an insightful webinar on cyber security specifically designed for accounting professionals. Hosted by Mareta Akari from TOA Global, this session features expert speakers Karen McDonald from Accountancy Insurance and Jason Symons from Mills Oakley. They will discuss the latest cyber threats impacting SME accounting firms and the unique risks that accountants need to be aware of. Additionally, the webinar will explore the implications of potential changes to the Privacy Act and offer practical, cost-effective measures to enhance your cyber security posture. This is a valuable opportunity to gain actionable insights and protect your business from cyber threats.
Topic includes:
- Current cyber incidents impacting SME accounting firms.
- Unique cyber risks specific to accountants.
- Significance of potential changes to the Privacy Act for SMEs.
- Affordable strategies for enhancing cyber security in small accounting businesses.
- Coverage details and common claims under Cyber insurance policies, including for remote workers.
15 May 2024
Cyber Security for Accountants:
Prevention, Insurance, and Legal Safeguards.
Presented by: Jon Melloy, Karen McDonald, and Jason Symons.
Read more
Join @Jon, @Karen and @Jason for a comprehensive webinar covering actionable advice and real-world examples to help you strengthen your cybersecurity posture and navigate the complex landscape of cyber threats faced by financial institutions and accounting firms. This session will cover essential cyber security prevention and response strategies, the critical role of cyber insurance in mitigating risks and key legal safeguards and compliance requirements specific to accounting firms.
Topic includes:
- Cyber security prevention strategies.
- The role of cyber insurance.
- Insights into the legal aspects of cyber security for accountants.
22 August 2023
Tax audit insurance claim trends affecting accountants in 2022-23.
Presented by: Amanda Gascoigne, Rod Spicer, and Roman Kaczynski.
Read more
In this webinar, hosted by Amanda Gascoigne from The Balanced Firm; Rod Spicer, Associate Director of Claims and Underwriting, and Roman Kaczynski, Director of Accountancy Insurance, will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2022 – 30 June 2023.
Synopsis:
As an accountant, you are acutely aware that when an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific crackdown by the Australian Taxation Office (ATO) or other government revenue authorities.
You can undertake every due diligence there is, but the ATO or other State Revenue Authorities have advanced data matching technology and even artificial intelligence to check your client’s tax returns and compare disclosures made in them to those of other taxpayers or benchmarks.
These are designed to find discrepancies in a lodged return, and they have been proven to work very well. This inevitably leads to more audits and reviews.
In this webinar, you will hear about the proportion of claims of Audit Shield clients in several the most prevalent claim areas such as reviews and audits of Payroll Tax (All States), Employer Obligations (PAYG/SG/FBT), Income Tax, BAS (Pre & Post Assessment), and more.
Learning outcomes:
- Learn the most frequent claim types by the ATO and other State Revenue Authorities for 2022/23 made through the Audit Shield portfolio in Australia.
- Describe what the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2023.
- Identify whom the ATO and other State Revenue Authorities are auditing (based on the type of claims received).
- Consider the benefits of Audit Shield and the value consulting services with Amanda Gascoigne.
2 September 2022
Tax audit insurance claim trends affecting accountants in 2021-22.
Presented by: Roman Kaczynski, Rod Spicer, and Peter Johnson.
Read more
In this webinar, Rod Spicer, Associate Director of Claims and Underwriting, and Roman Kaczynski, Director of Accountancy Insurance alongside Peter Johnson from Advisers Digest, will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2021 – 30 June 2022.
Synopsis:
As an accountant, you are acutely aware that when an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific crackdown by the Australian Taxation Office (ATO) or other government revenue authorities.
You can undertake every due diligence there is but the ATO or other State Revenue Authorities have advanced data matching technology and even artificial intelligence to check your client’s tax returns and compare disclosures made in them to those of other taxpayers or benchmarks.
These are designed to find discrepancies in a lodged return, and they have been proven to work very well. This inevitably leads to more audits and reviews.
In this webinar, you will hear about the proportion of claims of Audit Shield clients in several of the most prevalent claim areas such as reviews and audits of Employer Obligations (PAYG/SG/FBT), Income Tax, ATO (High Wealth), Payroll Tax Investigations, BAS (Pre & Post Assessment), Income Tax (Rental Property), and more.
This represents a group of almost one million Individuals, Businesses and Self Managed Superannuation Funds participating in Audit Shield.
Learning outcomes:
Learn the most frequent claim types by the ATO and other State Revenue Authorities for 2021/22 through the Audit Shield portfolio in Australia.
Describe what the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2022.
Identify whom the ATO and other State Revenue Authorities are auditing (based on the type of claims received). Such examples of audit activity areas elaborated upon will include:
- Employers who fail to pay their employee superannuation guarantee contributions on time or not at all
- Individuals not properly claiming deductions
- High Wealth Groups that fall into the ATO “Next 5000 Streamlined Assurance reviews” campaign
- Review claim expenses related to capital works, depreciable assets, repairs, maintenance, and other rental property related expense claims
- Consider the benefits of Audit Shield and the value in additional tax & SMSF training with Advisers Digest.
26 May 2022
Tax Audit Insurance Claims Update and your Accounting Firm
Presented by: Rod Spicer & Amanda Gascoigne
Read more
In this masterclass, you will hear about the five most frequent ATO and other government revenue authorities’ initiated audit activity claim types amongst accounting firms offering Audit Shield in Australia between 1 July – 31 December 2021.
This represents a group of over six hundred thousand Individuals, Businesses and Self Managed Superannuation Funds participating in Audit Shield.
19 November 2021
How Cyber Attacks Affect Accounting Firms in 2021
Presented by: Julie Forsyth & Rob Collyer
Read more
In this webinar, CPA Australia and Accountancy Insurance, in collaboration with NOVA Underwriting will give an in-depth insight into the current cybercrime environment in Australia.
Whereas cybercriminals used to be looking for a vulnerability, now they are more targeted in their approach and goals. You might think cybercrime will not affect you, and so do other accounting professionals – but it could! Cybercriminals target businesses of every size and do not just target big business. In fact, in many cases smaller businesses are targets that are more desirable. We will look into why accountants are such desirable targets.
Ransomware is often just a visible symptom of a more serious network intrusion that may have persisted for days, and possibly longer. In order to install ransomware, cyber criminals may have been able to gain backdoor access to the network potentially via a previous malware intrusion as well as having administrator privileges or other login credentials. We will define what a ransomware is and show claim case studies of accounting firms that were targeted in the past and the resulting effects.
One of the biggest costs of cyber attacks and incidents that include a ransom (and many do) is not the price of the ransom itself, but the expenses associated with hiring forensic IT companies to investigate potential data breaches and exposures. That is why is it so important to have an action plan in place following a data breach. We will detail the industry best practices following a data breach and the value in a breach response service.
With cybercrime incidences rising, we will give those attending some suggested risk management solutions that only take a few minutes to setup but can significantly reduce the likelihood of a cyber attack occurring or reduces the impacts experienced if one does occur.
26 July 2021
Tax Audit Insurance Claim Trends Affecting Accountants
Presented by: Rod Spicer & Roman Kaczynski
Read more
In this live webinar, sponsored by Accountancy Insurance and hosted by CPA Australia, presenter Rod Spicer (Associate Director – Claims and Underwriting, Accountancy Insurance) and Roman Kaczynski (Director, Accountancy Insurance), alongside CPA Australia moderator Kristen Beadle (Manager – Public Practice & SME), will discuss the claim trends that the Accountancy Insurance Claims team have identified over the last 12 months to 30 June 2021.
22 April 2021
Trends and opportunities in client service
Hosted by: Accountancy Insurance
Presented by: FirmChecker & beaton
Read more
Presented by George Beaton and Ben Farrow and in partnership with Accountancy Insurance, this session will take a deep-dive into thousands of reviews of accounting firms, discussing:
1. Trends and benchmarks in service standards across the professions.
2. Trends in perceived value and fee levels
3. Relative client satisfaction in different practice areas
4. Big strategic opportunities for your firm
9 November 2020
Early Adoption and Protection Cyber and PI Protection for Bookkeepers
Presented by: Karen McDonald
Read more
This webinar recorded for The Digital Bookkeeper Event with the Australian Bookkeepers Network covers how Bookkeepers and other Accounting professionals can be impacted by cyber crime and other professional risk situations.
8 November 2020
Evidence Based Marketing Strategy
Hosted by: Accountancy Insurance
Presented by: FirmChecker & beaton
Read more
In this session, you’ll learn how to make sure your firm is competitive across the buyers’ journey ofyour clients– from first hearing about your firm to using your services to becoming an active advocate for you in the market. And returning when they next have a need.
Presented by George Beaton and Ben Farrow and in partnership with Accountancy Insurance, this session will take a evidence-based approach to:
- Standing out from the crowd online
- Maximising conversion rates from first contact to fee-paying work
- Boosting word-of-mouth referrals
- Carving out a premium brand
2 November 2020
How JobKeeper and Cash Flow Boost Will Continue to Attract ATO Audit Activity
Presented by: Rod Spicer & Roman Kaczynski
Read more
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountants and Bookkeepers. We will cover:
- What the flow-on effects of a cyber attack can be and the sources of these
- How to spot a scam and how to avoid being caught out
- Implementing a risk management plan
- Case studies of firms that were targeted and the effects of these
To be protected against the ramifications following a cyber attack, contact the Professional Risks team at Accountancy Insurance and ask them how Cyber Shield can protect your accounting firm.
2 November 2020
How Cyber Attacks Hit Accounting Firms in 2020
Presented by: Karen McDonald
Read more
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountants and Bookkeepers. We will cover:
- What the flow-on effects of a cyber attack can be and the sources of these
- How to spot a scam and how to avoid being caught out
- Implementing a risk management plan
- Case studies of firms that were targeted and the effects of these
To be protected against the ramifications following a cyber attack, contact the Professional Risks team at Accountancy Insurance and ask them how Cyber Shield can protect your accounting firm.
15 May 2024
Cyber Security for Accountants:
Prevention, Insurance, and Legal Safeguards.
Presented by: Jon Melloy, Karen McDonald, and Jason Symons.
Read more
Join @Jon, @Karen and @Jason for a comprehensive webinar covering actionable advice and real-world examples to help you strengthen your cybersecurity posture and navigate the complex landscape of cyber threats faced by financial institutions and accounting firms. This session will cover essential cyber security prevention and response strategies, the critical role of cyber insurance in mitigating risks and key legal safeguards and compliance requirements specific to accounting firms.
Topic includes:
- Cyber security prevention strategies.
- The role of cyber insurance.
- Insights into the legal aspects of cyber security for accountants.
22 August 2023
Tax audit insurance claim trends affecting accountants in 2022-23.
Presented by: Amanda Gascoigne, Rod Spicer, and Roman Kaczynski.
Read more
In this webinar, hosted by Amanda Gascoigne from The Balanced Firm; Rod Spicer, Associate Director of Claims and Underwriting, and Roman Kaczynski, Director of Accountancy Insurance, will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2022 – 30 June 2023.
Synopsis:
As an accountant, you are acutely aware that when an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific crackdown by the Australian Taxation Office (ATO) or other government revenue authorities.
You can undertake every due diligence there is, but the ATO or other State Revenue Authorities have advanced data matching technology and even artificial intelligence to check your client’s tax returns and compare disclosures made in them to those of other taxpayers or benchmarks.
These are designed to find discrepancies in a lodged return, and they have been proven to work very well. This inevitably leads to more audits and reviews.
In this webinar, you will hear about the proportion of claims of Audit Shield clients in several the most prevalent claim areas such as reviews and audits of Payroll Tax (All States), Employer Obligations (PAYG/SG/FBT), Income Tax, BAS (Pre & Post Assessment), and more.
Learning outcomes:
- Learn the most frequent claim types by the ATO and other State Revenue Authorities for 2022/23 made through the Audit Shield portfolio in Australia.
- Describe what the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2023.
- Identify whom the ATO and other State Revenue Authorities are auditing (based on the type of claims received).
- Consider the benefits of Audit Shield and the value consulting services with Amanda Gascoigne.
2 September 2022
Tax audit insurance claim trends affecting accountants in 2021-22.
Presented by: Roman Kaczynski, Rod Spicer, and Peter Johnson.
Read more
In this webinar, Rod Spicer, Associate Director of Claims and Underwriting, and Roman Kaczynski, Director of Accountancy Insurance alongside Peter Johnson from Advisers Digest, will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2021 – 30 June 2022.
Synopsis:
As an accountant, you are acutely aware that when an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific crackdown by the Australian Taxation Office (ATO) or other government revenue authorities.
You can undertake every due diligence there is but the ATO or other State Revenue Authorities have advanced data matching technology and even artificial intelligence to check your client’s tax returns and compare disclosures made in them to those of other taxpayers or benchmarks.
These are designed to find discrepancies in a lodged return, and they have been proven to work very well. This inevitably leads to more audits and reviews.
In this webinar, you will hear about the proportion of claims of Audit Shield clients in several of the most prevalent claim areas such as reviews and audits of Employer Obligations (PAYG/SG/FBT), Income Tax, ATO (High Wealth), Payroll Tax Investigations, BAS (Pre & Post Assessment), Income Tax (Rental Property), and more.
This represents a group of almost one million Individuals, Businesses and Self Managed Superannuation Funds participating in Audit Shield.
Learning outcomes:
Learn the most frequent claim types by the ATO and other State Revenue Authorities for 2021/22 through the Audit Shield portfolio in Australia.
Describe what the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2022.
Identify whom the ATO and other State Revenue Authorities are auditing (based on the type of claims received). Such examples of audit activity areas elaborated upon will include:
- Employers who fail to pay their employee superannuation guarantee contributions on time or not at all
- Individuals not properly claiming deductions
- High Wealth Groups that fall into the ATO “Next 5000 Streamlined Assurance reviews” campaign
- Review claim expenses related to capital works, depreciable assets, repairs, maintenance, and other rental property related expense claims
- Consider the benefits of Audit Shield and the value in additional tax & SMSF training with Advisers Digest.
19 November 2021
How Cyber Attacks Affect Accounting Firms in 2021
Presented by: Julie Forsyth & Rob Collyer
Read more
In this webinar, CPA Australia and Accountancy Insurance, in collaboration with NOVA Underwriting will give an in-depth insight into the current cybercrime environment in Australia.
Whereas cybercriminals used to be looking for a vulnerability, now they are more targeted in their approach and goals. You might think cybercrime will not affect you, and so do other accounting professionals – but it could! Cybercriminals target businesses of every size and do not just target big business. In fact, in many cases smaller businesses are targets that are more desirable. We will look into why accountants are such desirable targets.
Ransomware is often just a visible symptom of a more serious network intrusion that may have persisted for days, and possibly longer. In order to install ransomware, cyber criminals may have been able to gain backdoor access to the network potentially via a previous malware intrusion as well as having administrator privileges or other login credentials. We will define what a ransomware is and show claim case studies of accounting firms that were targeted in the past and the resulting effects.
One of the biggest costs of cyber attacks and incidents that include a ransom (and many do) is not the price of the ransom itself, but the expenses associated with hiring forensic IT companies to investigate potential data breaches and exposures. That is why is it so important to have an action plan in place following a data breach. We will detail the industry best practices following a data breach and the value in a breach response service.
With cybercrime incidences rising, we will give those attending some suggested risk management solutions that only take a few minutes to setup but can significantly reduce the likelihood of a cyber attack occurring or reduces the impacts experienced if one does occur.
26 May 2022
Tax Audit Insurance Claims Update and your Accounting Firm
Presented by: Rod Spicer & Amanda Gascoigne
Read more
In this masterclass, you will hear about the five most frequent ATO and other government revenue authorities’ initiated audit activity claim types amongst accounting firms offering Audit Shield in Australia between 1 July – 31 December 2021.
This represents a group of over six hundred thousand Individuals, Businesses and Self Managed Superannuation Funds participating in Audit Shield.
26 July 2021
Tax Audit Insurance Claim Trends Affecting Accountants
Presented by: Rod Spicer & Roman Kaczynski
Read more
In this live webinar, sponsored by Accountancy Insurance and hosted by CPA Australia, presenter Rod Spicer (Associate Director – Claims and Underwriting, Accountancy Insurance) and Roman Kaczynski (Director, Accountancy Insurance), alongside CPA Australia moderator Kristen Beadle (Manager – Public Practice & SME), will discuss the claim trends that the Accountancy Insurance Claims team have identified over the last 12 months to 30 June 2021.
22 April 2021
Trends and opportunities in client service
Hosted by: Accountancy Insurance
Presented by: FirmChecker & beaton
Read more
Presented by George Beaton and Ben Farrow and in partnership with Accountancy Insurance, this session will take a deep-dive into thousands of reviews of accounting firms, discussing:
1. Trends and benchmarks in service standards across the professions.
2. Trends in perceived value and fee levels
3. Relative client satisfaction in different practice areas
4. Big strategic opportunities for your firm
9 November 2020
Early Adoption and Protection Cyber and PI Protection for Bookkeepers
Presented by: Karen McDonald
Read more
This webinar recorded for The Digital Bookkeeper Event with the Australian Bookkeepers Network covers how Bookkeepers and other Accounting professionals can be impacted by cyber crime and other professional risk situations.
8 November 2020
Evidence Based Marketing Strategy
Hosted by: Accountancy Insurance
Presented by: FirmChecker & beaton
Read more
In this session, you’ll learn how to make sure your firm is competitive across the buyers’ journey ofyour clients– from first hearing about your firm to using your services to becoming an active advocate for you in the market. And returning when they next have a need.
Presented by George Beaton and Ben Farrow and in partnership with Accountancy Insurance, this session will take a evidence-based approach to:
- Standing out from the crowd online
- Maximising conversion rates from first contact to fee-paying work
- Boosting word-of-mouth referrals
- Carving out a premium brand
2 November 2020
How JobKeeper and Cash Flow Boost Will Continue to Attract ATO Audit Activity
Presented by: Rod Spicer & Roman Kaczynski
Read more
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountants and Bookkeepers. We will cover:
- What the flow-on effects of a cyber attack can be and the sources of these
- How to spot a scam and how to avoid being caught out
- Implementing a risk management plan
- Case studies of firms that were targeted and the effects of these
To be protected against the ramifications following a cyber attack, contact the Professional Risks team at Accountancy Insurance and ask them how Cyber Shield can protect your accounting firm.
2 November 2020
How Cyber Attacks Hit Accounting Firms in 2020
Presented by: Karen McDonald
Read more
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountants and Bookkeepers. We will cover:
- What the flow-on effects of a cyber attack can be and the sources of these
- How to spot a scam and how to avoid being caught out
- Implementing a risk management plan
- Case studies of firms that were targeted and the effects of these
To be protected against the ramifications following a cyber attack, contact the Professional Risks team at Accountancy Insurance and ask them how Cyber Shield can protect your accounting firm.
22 August 2023
Tax audit insurance claim trends affecting accountants in 2022-23.
Presented by: Amanda Gascoigne, Rod Spicer, and Roman Kaczynski.
Read more
In this webinar, hosted by Amanda Gascoigne from The Balanced Firm; Rod Spicer, Associate Director of Claims and Underwriting, and Roman Kaczynski, Director of Accountancy Insurance, will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2022 – 30 June 2023.
Synopsis:
As an accountant, you are acutely aware that when an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific crackdown by the Australian Taxation Office (ATO) or other government revenue authorities.
You can undertake every due diligence there is, but the ATO or other State Revenue Authorities have advanced data matching technology and even artificial intelligence to check your client’s tax returns and compare disclosures made in them to those of other taxpayers or benchmarks.
These are designed to find discrepancies in a lodged return, and they have been proven to work very well. This inevitably leads to more audits and reviews.
In this webinar, you will hear about the proportion of claims of Audit Shield clients in several the most prevalent claim areas such as reviews and audits of Payroll Tax (All States), Employer Obligations (PAYG/SG/FBT), Income Tax, BAS (Pre & Post Assessment), and more.
Learning outcomes:
- Learn the most frequent claim types by the ATO and other State Revenue Authorities for 2022/23 made through the Audit Shield portfolio in Australia.
- Describe what the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2023.
- Identify whom the ATO and other State Revenue Authorities are auditing (based on the type of claims received).
- Consider the benefits of Audit Shield and the value consulting services with Amanda Gascoigne.
2 September 2022
Tax audit insurance claim trends affecting accountants in 2021-22.
Presented by: Roman Kaczynski, Rod Spicer, and Peter Johnson.
Read more
In this webinar, Rod Spicer, Associate Director of Claims and Underwriting, and Roman Kaczynski, Director of Accountancy Insurance alongside Peter Johnson from Advisers Digest, will discuss the claim trends that the Accountancy Insurance Claims Department have identified between 1 July 2021 – 30 June 2022.
Synopsis:
As an accountant, you are acutely aware that when an audit hits, this is rarely a reflection of the work put into preparing the return and is more often due to a specific crackdown by the Australian Taxation Office (ATO) or other government revenue authorities.
You can undertake every due diligence there is but the ATO or other State Revenue Authorities have advanced data matching technology and even artificial intelligence to check your client’s tax returns and compare disclosures made in them to those of other taxpayers or benchmarks.
These are designed to find discrepancies in a lodged return, and they have been proven to work very well. This inevitably leads to more audits and reviews.
In this webinar, you will hear about the proportion of claims of Audit Shield clients in several of the most prevalent claim areas such as reviews and audits of Employer Obligations (PAYG/SG/FBT), Income Tax, ATO (High Wealth), Payroll Tax Investigations, BAS (Pre & Post Assessment), Income Tax (Rental Property), and more.
This represents a group of almost one million Individuals, Businesses and Self Managed Superannuation Funds participating in Audit Shield.
Learning outcomes:
Learn the most frequent claim types by the ATO and other State Revenue Authorities for 2021/22 through the Audit Shield portfolio in Australia.
Describe what the ATO and other State Revenue Authorities’ audit activity looked like over the last 12 months to 30 June 2022.
Identify whom the ATO and other State Revenue Authorities are auditing (based on the type of claims received). Such examples of audit activity areas elaborated upon will include:
- Employers who fail to pay their employee superannuation guarantee contributions on time or not at all
- Individuals not properly claiming deductions
- High Wealth Groups that fall into the ATO “Next 5000 Streamlined Assurance reviews” campaign
- Review claim expenses related to capital works, depreciable assets, repairs, maintenance, and other rental property related expense claims
- Consider the benefits of Audit Shield and the value in additional tax & SMSF training with Advisers Digest.
26 May 2022
Tax Audit Insurance Claims Update and your Accounting Firm
Presented by: Rod Spicer & Amanda Gascoigne
Read more
In this masterclass, you will hear about the five most frequent ATO and other government revenue authorities’ initiated audit activity claim types amongst accounting firms offering Audit Shield in Australia between 1 July – 31 December 2021.
This represents a group of over six hundred thousand Individuals, Businesses and Self Managed Superannuation Funds participating in Audit Shield.
19 November 2021
How Cyber Attacks Affect Accounting Firms in 2021
Presented by: Julie Forsyth & Rob Collyer
Read more
In this webinar, CPA Australia and Accountancy Insurance, in collaboration with NOVA Underwriting will give an in-depth insight into the current cybercrime environment in Australia.
Whereas cybercriminals used to be looking for a vulnerability, now they are more targeted in their approach and goals. You might think cybercrime will not affect you, and so do other accounting professionals – but it could! Cybercriminals target businesses of every size and do not just target big business. In fact, in many cases smaller businesses are targets that are more desirable. We will look into why accountants are such desirable targets.
Ransomware is often just a visible symptom of a more serious network intrusion that may have persisted for days, and possibly longer. In order to install ransomware, cyber criminals may have been able to gain backdoor access to the network potentially via a previous malware intrusion as well as having administrator privileges or other login credentials. We will define what a ransomware is and show claim case studies of accounting firms that were targeted in the past and the resulting effects.
One of the biggest costs of cyber attacks and incidents that include a ransom (and many do) is not the price of the ransom itself, but the expenses associated with hiring forensic IT companies to investigate potential data breaches and exposures. That is why is it so important to have an action plan in place following a data breach. We will detail the industry best practices following a data breach and the value in a breach response service.
With cybercrime incidences rising, we will give those attending some suggested risk management solutions that only take a few minutes to setup but can significantly reduce the likelihood of a cyber attack occurring or reduces the impacts experienced if one does occur.
26 July 2021
Tax Audit Insurance Claim Trends Affecting Accountants
Presented by: Rod Spicer & Roman Kaczynski
Read more
In this live webinar, sponsored by Accountancy Insurance and hosted by CPA Australia, presenter Rod Spicer (Associate Director – Claims and Underwriting, Accountancy Insurance) and Roman Kaczynski (Director, Accountancy Insurance), alongside CPA Australia moderator Kristen Beadle (Manager – Public Practice & SME), will discuss the claim trends that the Accountancy Insurance Claims team have identified over the last 12 months to 30 June 2021.
22 April 2021
Trends and opportunities in client service
Hosted by: Accountancy Insurance
Presented by: FirmChecker & beaton
Read more
Presented by George Beaton and Ben Farrow and in partnership with Accountancy Insurance, this session will take a deep-dive into thousands of reviews of accounting firms, discussing:
1. Trends and benchmarks in service standards across the professions.
2. Trends in perceived value and fee levels
3. Relative client satisfaction in different practice areas
4. Big strategic opportunities for your firm
9 November 2020
Early Adoption and Protection Cyber and PI Protection for Bookkeepers
Presented by: Karen McDonald
Read more
This webinar recorded for The Digital Bookkeeper Event with the Australian Bookkeepers Network covers how Bookkeepers and other Accounting professionals can be impacted by cyber crime and other professional risk situations.
8 November 2020
Evidence Based Marketing Strategy
Hosted by: Accountancy Insurance
Presented by: FirmChecker & beaton
Read more
In this session, you’ll learn how to make sure your firm is competitive across the buyers’ journey ofyour clients– from first hearing about your firm to using your services to becoming an active advocate for you in the market. And returning when they next have a need.
Presented by George Beaton and Ben Farrow and in partnership with Accountancy Insurance, this session will take a evidence-based approach to:
- Standing out from the crowd online
- Maximising conversion rates from first contact to fee-paying work
- Boosting word-of-mouth referrals
- Carving out a premium brand
2 November 2020
How JobKeeper and Cash Flow Boost Will Continue to Attract ATO Audit Activity
Presented by: Rod Spicer & Roman Kaczynski
Read more
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountants and Bookkeepers. We will cover:
- What the flow-on effects of a cyber attack can be and the sources of these
- How to spot a scam and how to avoid being caught out
- Implementing a risk management plan
- Case studies of firms that were targeted and the effects of these
To be protected against the ramifications following a cyber attack, contact the Professional Risks team at Accountancy Insurance and ask them how Cyber Shield can protect your accounting firm.
2 November 2020
How Cyber Attacks Hit Accounting Firms in 2020
Presented by: Karen McDonald
Read more
In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountants and Bookkeepers. We will cover:
- What the flow-on effects of a cyber attack can be and the sources of these
- How to spot a scam and how to avoid being caught out
- Implementing a risk management plan
- Case studies of firms that were targeted and the effects of these
To be protected against the ramifications following a cyber attack, contact the Professional Risks team at Accountancy Insurance and ask them how Cyber Shield can protect your accounting firm.
27 July 2020
Tax Audit Insurance Claim Trends Affecting Accountants
Presented by: Rod Spicer & Roman Kaczynski
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In this webinar sponsored by Accountancy Insurance and hosted by CPA, presenters RodSpicer (Associate Director-Claims and Underwriting, Accountancy Insurance) and Roman Kaczynski (Director, Accountancy Insurance), alongside CPAA Moderator Elinor Kasapidis (Tax Policy Adviser, Policy & Advocacy), discuss the claim trends that the Accountancy Insurance Claims team have identified over the last 12 months to 30 June 2020.