Facing a complex ethical dilemma is a challenge and there’s no need to do it alone. The CA Advisory Group (CAAG) offers members free and confidential guidance to help them choose a course of action. In this episode, two senior members of the CA ANZ community explain what CAAG is, the sorts of challenging ethical situations it can help with and how to access it.

Ross Jackson FCA, NZ CAAG Chair and Merran Brooks FCA, NSW CAAG Member join Gillian to discuss this important CA ANZ service.

CA Advisory Group Information

Other useful resources:

Ethics Hub – support and guidance for members : In this hub you’ll find up to date information, tools and resources and our Practical Ethics Advice article series to help you manage ethical dilemmas in your workplace. CAAG sits here.

Practical Ethics Advice Series:  The Professional Standards team have created an article series based on real and current ethical issues raised by actual members. These topics range from: “How to handle a potential client with a criminal record,” “What can I share?” “How to manage third party requests for information” to “How to solicit new clients without crossing ethical lines”.

The Professional Standards and Ethics Advisory Team: the team is available Monday to Friday (excluding public holidays) by telephone and also email. Get in touch here.

The discussions in this episode are general in nature and each matter brought to CAAG is individually assessed to determined if it’s suitable for CAAG. 

Facing a complex ethical dilemma is a challenge and there’s no need to do it alone. The CA Advisory Group (CAAG) offers members free and confidential guidance to help them choose a course of action. In this episode, two senior members of the CA ANZ community explain what CAAG is, the sorts of challenging ethical situations it can help with and how to access it.
<a href="https://www.linkedin.com/in/rossjacksonmcp/">Ross Jackson FCA</a>, NZ CAAG Chair and <a href="https://www.linkedin.com/in/merran-brooks-fca-38730591/">Merran Brooks FCA</a>, NSW CAAG Member join Gillian to discuss this important CA ANZ service.
<a href="https://www.charteredaccountantsanz.com/member-services/mentoring-and-support/ca-advisory-group">CA Advisory Group Information</a>
Other useful resources:
<a href="https://www.charteredaccountantsanz.com/member-services/mentoring-and-support/professional-and-ethical-support">Ethics Hub – support and guidance for members :</a> In this hub you’ll find up to date information, tools and resources and our Practical Ethics Advice article series to help you manage ethical dilemmas in your workplace. CAAG sits here.
<a href="https://www.charteredaccountantsanz.com/member-services/mentoring-and-support/professional-and-ethical-support/practical-ethics-advice-series">Practical Ethics Advice Series:</a>  The Professional Standards team have created an article series based on real and current ethical issues raised by actual members. These topics range from: “How to handle a potential client with a criminal record,” “What can I share?” “How to manage third party requests for information” to “How to solicit new clients without crossing ethical lines”.
The Professional Standards and Ethics Advisory Team: the team is available Monday to Friday (excluding public holidays) by telephone and also email. Get in touch <a href="https://www.charteredaccountantsanz.com/contact-us">here</a>.
The discussions in this episode are general in nature and each matter brought to CAAG is individually assessed to determined if it’s suitable for CAAG.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The latest series is full of factual and practical content from experts, giving chartered accountants, the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager Gillian Bowen will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The latest series is full of factual and practical content from experts, giving chartered accountants, the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/" aria-label="Link Gillian Bowen">Gillian Bowen</a> will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice.

Giving Chartered Accountants, the up-to-date information they need to do their jobs.

Small Firm, Big Impact

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The series is full of factual and practical content from experts, giving chartered accountants the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager Gillian Bowen will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice. Find out more about CA ANZ here. Disclaimer: The opinions and statements expressed in this podcast are provided for general information only are not intended to be legal, professional or financial advice, nor do they reflect the opinions of Chartered Accountants ANZ. To the fullest extent permitted by law, Chartered Accountants ANZ is not liable for any statement or opinion, or for any error or omission in this podcast, nor is it liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with this podcast or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The series is full of factual and practical content from experts, giving chartered accountants the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice. Find out more about CA ANZ <a href="https://www.charteredaccountantsanz.com/">here</a>. Disclaimer: The opinions and statements expressed in this podcast are provided for general information only are not intended to be legal, professional or financial advice, nor do they reflect the opinions of Chartered Accountants ANZ. To the fullest extent permitted by law, Chartered Accountants ANZ is not liable for any statement or opinion, or for any error or omission in this podcast, nor is it liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with this podcast or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

How to get help with ethical dilemmas

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/8a3c4883-ebec-49ea-ba1d-b05400038bba/transcript

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