As a tax professional – do you know how to recognise the signs of the tax system being used for financial abuse? Experts in this area believe tax professionals are uniquely poised to recognise people experiencing intimate partner financial abuse, with the annual tax return providing a regular contact point. Associate Professor Ann Kayis-Kumar, the Founding Director of the UNSW Tax and Business Advisory Clinic, and Jasmine Opdam, Senior Policy and Advocacy Officer at Redfern Legal Centre’s Financial Abuse Service NSW join Gillian Bowen to explain financial abuse, how the tax system is abused by perpetrators and how tax professionals can start to recognise the signs.

Resources referred to in the episode:
CA ANZ Article: ‘Financial abuse in the tax system – recognise the signs’
Register for the Sharing Knowledge session ‘Recognising the signs of client financial abuse’
CA ANZ submission to Australian parliamentary inquiry: Financial Services Regulatory Framework in Relation to Financial Abuse
Contact the CA ANZ Professional Standards Team for practical guidance on the ethics and rules related to a professional issues such as financial abuse
CA ANZ Smaller Practices Centre
Contact the UNSW Tax and Business Advisory Clinic to get involved

For anyone personally experiencing financial abuse support is available:

In Australia refer toYourtoolkit.com

In New Zealand refer toGood Shepherd

All CA ANZ members can access free EAP support

Financial counselling and pro bono tax services:  
National Debt Helpline: 1800 007 007  
Small Business Debt Helpline (national): 1800 413 828  
National Tax Clinic Program (for tax clinics in each state) 

Financial abuse specialist legal and non-legal support:  
Financial Abuse Service NSW at Redfern Legal Centre (New South Wales): 0481 730 344

Family and domestic violence support services:  
1800 RESPECT (24-hour national helpline): 1800 737 732  
Men's Referral Service: 1300 766 491  
Lifeline (24-hour crisis line): 131 114  
Relationships Australia: 1300 364 277  

Additional workplace resources:

UN Women resource (AU):Domestic and Family Violence is a Workplace Issue - The Facts

UN Women resource (AU):Workplace Action on Domestic and Family Violence – Tools and Resources

UN Women resource (AU):A Framework for Workplace Action on Domestic and Family Violence

Employment NZ resource (NZ):Rights for Employees Affected by Domestic Violence

Employment NZ resource (NZ):Managing Family Violence Leave

As a tax professional – do you know how to recognise the signs of the tax system being used for financial abuse? Experts in this area believe tax professionals are uniquely poised to recognise people experiencing intimate partner financial abuse, with the annual tax return providing a regular contact point. Associate Professor <a href="https://www.linkedin.com/in/ann-kayis-kumar/">Ann Kayis-Kumar</a>, the Founding Director of the UNSW Tax and Business Advisory Clinic, and <a href="https://www.linkedin.com/in/jasmineopdam/">Jasmine Opdam</a>, Senior Policy and Advocacy Officer at Redfern Legal Centre’s Financial Abuse Service NSW join <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> to explain financial abuse, how the tax system is abused by perpetrators and how tax professionals can start to recognise the signs.
Resources referred to in the episode:
<ul>
<li>CA ANZ Article: <a href="https://www.charteredaccountantsanz.com/member-services/technical/tax/tax-in-focus/financial-abuse-in-the-tax-system-recognise-the-signs?mkt_tok=OTc4LVJKQy0wMTgAAAGVv_CU-bGPfP0-TveDs7NFd174pO0ClL7ecdHNU5XtSI7x-hrk2eZlRZNkD0DwyCGuIjj1Z61KcJ_6rlkS-H28WLebEff5zfhh7SxUuyl8YRclSg">‘Financial abuse in the tax system – recognise the signs’</a></li>
<li><a href="https://events.charteredaccountantsanz.com/AmezGO">Register</a> for the Sharing Knowledge session ‘Recognising the signs of client financial abuse’</li>
<li>CA ANZ submission to Australian parliamentary inquiry: <a href="https://www.charteredaccountantsanz.com/news-and-analysis/advocacy/policy-submissions/submission-on-financial-services-regulatory-framework-in-relation-to-financial-abuse">Financial Services Regulatory Framework in Relation to Financial Abuse</a></li>
<li><a href="https://www.charteredaccountantsanz.com/contact-us">Contact</a> the CA ANZ Professional Standards Team for practical guidance on the ethics and rules related to a professional issues such as financial abuse</li>
<li>CA ANZ <a href="https://www.charteredaccountantsanz.com/member-services/smp-resource-centre">Smaller Practices Centre</a></li>
<li><a href="mailto:taxclinic@unsw.edu.au">Contact</a> the UNSW Tax and Business Advisory Clinic to get involved</li>
</ul>
For anyone personally experiencing financial abuse support is available:
In Australia refer to <a href="https://yourtoolkit.com/">Yourtoolkit.com</a>
In New Zealand refer to <a href="https://goodshepherd.org.nz/how-we-help/">Good Shepherd</a>
All CA ANZ members can access <a href="https://www.charteredaccountantsanz.com/member-services/mentoring-and-support/ca-wellbeing">free EAP support</a>
Financial counselling and pro bono tax services:  
<ul>
<li><a href="https://ndh.org.au/">National Debt Helpline</a>: 1800 007 007  </li>
<li><a href="https://sbdh.org.au/">Small Business Debt Helpline</a> (national): 1800 413 828  </li>
<li><a href="https://www.ato.gov.au/individuals-and-families/financial-difficulties-and-disasters/support-to-lodge-and-pay/national-tax-clinic-program">National Tax Clinic Program</a> (for tax clinics in each state) </li>
</ul>
Financial abuse specialist legal and non-legal support:  
<ul>
<li><a href="https://rlc.org.au/fas">Financial Abuse Service NSW</a> at Redfern Legal Centre (New South Wales): 0481 730 344 </li>
</ul>
Family and domestic violence support services:  
<ul>
<li><a href="https://www.1800respect.org.au/">1800 RESPECT</a> (24-hour national helpline): 1800 737 732  </li>
<li><a href="http://mrs.org.au/">Men's Referral Service</a>: 1300 766 491  </li>
<li><a href="https://www.lifeline.org.au/">Lifeline</a> (24-hour crisis line): 131 114  </li>
<li><a href="http://www.relationships.org.au/">Relationships Australia</a>: 1300 364 277  </li>
</ul>
Additional workplace resources:
UN Women resource (AU): <a href="https://d34i4iunxry8hn.cloudfront.net/f7e687f951dcb1a2d425bbcdd291cb49.pdf">Domestic and Family Violence is a Workplace Issue - The Facts</a>
UN Women resource (AU): <a href="https://d34i4iunxry8hn.cloudfront.net/a93fff3465a83039fad58d9abc00ea91.pdf">Workplace Action on Domestic and Family Violence – Tools and Resources</a>
UN Women resource (AU): <a href="https://d34i4iunxry8hn.cloudfront.net/0fb5f07eda093869511192694313b4cf.pdf">A Framework for Workplace Action on Domestic and Family Violence</a>
Employment NZ resource (NZ): <a href="https://www.employment.govt.nz/assets/uploads/documents/leave-and-holidays/rights-for-employees-affected-by-domestic-violence.pdf">Rights for Employees Affected by Domestic Violence</a>
Employment NZ resource (NZ): <a href="https://www.employment.govt.nz/leave-and-holidays/family-violence-leave/managing-family-violence-leave">Managing Family Violence Leave</a>

Financial abuse in the tax system and how to recognise the signs

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/e0e678a7-8001-4112-b275-b23300316170/transcript

A Bill has been introduced into the Australian parliament to reform the Australian anti-money laundering and counter-terrorism financing regime. This episode explains to CA ANZ members what’s in the Bill, how it may impact you, your business and your clients and when to start getting ready to comply. CA ANZ Senior Policy Advocate for Business Reform, Jill Muir joins Gillian Bowen for this practical discussion. 

Resources referred to in the episode: 
Media statement on AML/CTF Bill
CA ANZ Q&A on Australia's AML/CTF regime
Contact the CA ANZ Business Reform team 
AUSTRAC’s topic-based videos

A Bill has been introduced into the Australian parliament to reform the Australian anti-money laundering and counter-terrorism financing regime. This episode explains to CA ANZ members what’s in the Bill, how it may impact you, your business and your clients and when to start getting ready to comply. CA ANZ Senior Policy Advocate for Business Reform, <a href="https://www.linkedin.com/in/jill-muir-909377186/">Jill Muir</a> joins <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> for this practical discussion. 
Resources referred to in the episode: 
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/media-centre/press-releases/anti-money-laundering-counter-terrorism-financing-reforms-introduced">Media statement on AML/CTF Bill</a> </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/insights/research-and-insights/australias-amlctf-reforms-questions-and-answers.">CA ANZ Q&amp;A on Australia's AML/CTF regime</a> </li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"><a href="mailto:businessreform@charteredaccountantsanz.com">Contact</a> the CA ANZ Business Reform team </li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">AUSTRAC’s topic-based <a href="https://www.austrac.gov.au/business/core-guidance/amlctf-programs/money-launderingterrorism-financing-risk-assessment">videos</a> </li>
</ul>

Impacts of reforms to the Australian anti-money laundering and counter-terrorism financing regime

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/a9d93f84-14eb-4675-8b41-b1f701888057/transcript

In this episode, hear directly from two employers on why they get their employees to do the CA Program over other offerings, and how it benefits your business. You’ll hear how graduates bring immediate value and have the skills for what businesses need in the future. Erinn Stanley CA, a manager at mid-tier accounting firm William Buck, and Justin Enright CA, a managing partner at Morse Group join Gillian Bowen to explain the CA Program difference. 

Resources referred to the in episode:
CA Program information for employers
CA Program information for employees

In this episode, hear directly from two employers on why they get their employees to do the CA Program over other offerings, and how it benefits your business. You’ll hear how graduates bring immediate value and have the skills for what businesses need in the future. <a href="https://www.linkedin.com/in/erinn-stanley-a77024114/">Erinn Stanley CA</a>, a manager at mid-tier accounting firm William Buck, and <a href="https://www.linkedin.com/in/businessadvisor2/">Justin Enright CA,</a> a managing partner at Morse Group join <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> to explain the CA Program difference. 
Resources referred to the in episode:
<ul>
<li><a href="https://www.charteredaccountantsanz.com/become-a-member/why-ca/information-for-employers">CA Program information for employers</a> </li>
<li><a href="https://www.charteredaccountantsanz.com/become-a-member/why-ca/discover-the-ca-program">CA Program information for employees</a> </li>
</ul>

The benefits of your employees doing the CA Program

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/9321a5c9-e243-45b5-a0f4-b1d9000d21e6/transcript

Chartered Accountants Australia and New Zealand (CA ANZ) is the professional body for chartered accountants and one part of its role is to investigate complaints against members. This episode of Small Firm, Big Impact takes a closer look at the conduct process, how the disciplinary bodies within CA ANZ work and what members should do if a complaint is made against them. Australian Conduct Leader Kate Dixon and New Zealand Conduct Leader Rebecca Stickney join host Gillian Bowen to explain.  

Resources referred to in the episode: 
The complaints page on the CA ANZ website
CA Advisory Group
CA Advisory Group Small Firm, Big Impact episode 
Decisions Register

Chartered Accountants Australia and New Zealand (CA ANZ) is the professional body for chartered accountants and one part of its role is to investigate complaints against members. This episode of Small Firm, Big Impact takes a closer look at the conduct process, how the disciplinary bodies within CA ANZ work and what members should do if a complaint is made against them. Australian Conduct Leader Kate Dixon and New Zealand Conduct Leader Rebecca Stickney join host Gillian Bowen to explain.  
Resources referred to in the episode: 
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">The <a href="https://www.charteredaccountantsanz.com/about-us/complaints">complaints</a> page on the CA ANZ website</li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/member-services/mentoring-and-support/ca-advisory-group">CA Advisory Group</a></li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">CA Advisory Group <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact/s3e18-how-to-get-help-with-ethical-dilemmas">Small Firm, Big Impact</a> episode </li>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/about-us/complaints/decisions-register">Decisions Register</a> </li>
</ul>

The CA ANZ complaints process

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/75f5cb3d-d48a-473b-a212-b176000951db/transcript

How do you make the big decision to go out on your own, to run an accounting business? To help members decide if it’s the right move for them, Chartered Accountants Australia and New Zealand and ACCA have developed new resources that highlight the pros and cons. Just like the discussion in this episode – the resources will definitely get your brain going. Two experienced members who contributed to ‘Look before you leap’ – Amanda Gascoigne FCA and Heather Smith FCA/FCCA join Gillian for this lively chat about working for yourself. 

Resources referred to the episode: 
Look before you leap
Smaller Practices Centre
How to find balance in your firm (Amanda’s previous Small Firm, Big Impact episode)
Small Firm, Big Impact page 

How do you make the big decision to go out on your own, to run an accounting business? To help members decide if it’s the right move for them, Chartered Accountants Australia and New Zealand and ACCA have developed new resources that highlight the pros and cons. Just like the discussion in this episode – the resources will definitely get your brain going. Two experienced members who contributed to <a href="https://www.charteredaccountantsanz.com/news-and-analysis/insights/research-and-insights/is-running-an-accounting-practice-right-for-you">‘Look before you leap’</a> – <a href="https://www.linkedin.com/in/amandagascoigne/">Amanda Gascoigne FCA</a> and <a href="https://www.linkedin.com/in/heathersmithau/">Heather Smith FCA/FCCA</a> join Gillian for this lively chat about working for yourself. 
Resources referred to the episode: 
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/insights/research-and-insights/is-running-an-accounting-practice-right-for-you">Look before you leap</a></li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/member-services/smp-resource-centre">Smaller Practices Centre</a></li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact/s3e8-how-to-find-balance-in-your-firm">How to find balance in your firm</a> (Amanda’s previous Small Firm, Big Impact episode)</li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact/s3e18-how-to-get-help-with-ethical-dilemmas">Small Firm, Big Impact</a> page </li>
</ul>

Is running an accounting practice right for you?

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/7fc22e18-9067-492c-a244-b1c7000933ec/transcript

The Federal Budget has been handed down, so what’s the impact for Chartered Accountants? There is little in the way of substantive tax reform but there are announcements regarding ATO funding and powers, payday super and the instant asset write-off that members will need to be across for their clients. CA ANZ Senior Tax Advocate Susan Franks and CA ANZ Superannuation and Financial Services Leader Tony Negline were in the Budget lock-up in Canberra on Tuesday (14/05/2024) and have discussed some of what’s been revealed with Gillian Bowen.

Check out all of the CA ANZ Federal Budget analysis

The Federal Budget has been handed down, so what’s the impact for Chartered Accountants? There is little in the way of substantive tax reform but there are announcements regarding ATO funding and powers, payday super and the instant asset write-off that members will need to be across for their clients. CA ANZ Senior Tax Advocate <a href="https://www.charteredaccountantsanz.com/news-and-analysis/media-centre/our-experts/susan-franks">Susan Franks</a> and CA ANZ Superannuation and Financial Services Leader <a href="https://www.charteredaccountantsanz.com/news-and-analysis/media-centre/our-experts/tony-negline">Tony Negline</a> were in the Budget lock-up in Canberra on Tuesday (14/05/2024) and have discussed some of what’s been revealed with <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a>.
Check out all of the CA ANZ <a href="https://www.charteredaccountantsanz.com/news-and-analysis/advocacy/australian-federal-budget">Federal Budget</a> analysis

What the Federal Budget means for members

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/3a088504-91e1-4b95-a805-b173004871c7/transcript

Chartered Accountants Australia and New Zealand (CA ANZ) has hosted a delegation from the International Ethics Standards Board for Accountants (IESBA) for important discussions regarding ethical issues associated with rapidly evolving sustainability standards, firm culture and governance, and ethical considerations in tax planning and related services.

The IESBA is the global standard setter for ethics in the accounting profession and sets the Code of Ethics for Professional Accountants (including Independence Standards) (the IESBA Code). Our local codes are based off the international code.

Chair of the IESBA, Gabriela Figueiredo Dias sat down with Small Firm, Big Impact to explain why she’s in Australia, IESBA’s focus areas over the next four years and how it’ll impact you. Gabriela outlines what firms and professional accountants should be focused on in the ethics space.

Resources referred to in the episode:
The IESBA Strategy and Work Plan
Check out the consultation here, (submission 31 is from CA ANZ)
See what newsletters you’ve subscribed to by logging into My CA
Useful ethics resources on the CA ANZ website

(This podcast episode was recorded on 8th May, 2024.)

Chartered Accountants Australia and New Zealand (CA ANZ) has hosted a delegation from the International Ethics Standards Board for Accountants (IESBA) for important discussions regarding ethical issues associated with rapidly evolving sustainability standards, firm culture and governance, and ethical considerations in tax planning and related services.
The IESBA is the global standard setter for ethics in the accounting profession and sets the Code of Ethics for Professional Accountants (including Independence Standards) (the IESBA Code). Our local codes are based off the international code.
Chair of the IESBA, <a href="https://www.ethicsboard.org/who-we-are/gabriela-figueiredo-dias">Gabriela Figueiredo Dias</a> sat down with Small Firm, Big Impact to explain why she’s in Australia, IESBA’s focus areas over the next four years and how it’ll impact you. Gabriela outlines what firms and professional accountants should be focused on in the ethics space.
Resources referred to in the episode:
<ul>
<li><a href="https://www.ethicsboard.org/publications/towards-more-sustainable-future-advancing-centrality-ethics?utm_source=Main%20List%20New&amp;utm_campaign=02a8146024-EMAIL_CAMPAIGN_2024_04_11_11_55&amp;utm_medium=email&amp;utm_term=0_-02a8146024-%5BLIST_EMAIL_ID%5D">The IESBA Strategy and Work Plan</a></li>
</ul>
<ul>
<ul>
<li>Check out the consultation <a href="https://www.ethicsboard.org/publications/iesba-strategy-and-work-plan-2024-2027-consultation-paper">here</a>, (submission 31 is from CA ANZ)</li>
</ul>
</ul>
<ul>
<li>See what newsletters you’ve subscribed to by logging into <a href="https://caanz.com/Preference">My CA</a></li>
<li>Useful ethics resources on the <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/global-ethics-day">CA ANZ website</a></li>
</ul>
(This podcast episode was recorded on 8th May, 2024.)

What's next for ethics and the profession?

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/8f0fc0c8-7b3f-44fa-b5e1-b16a00457578/transcript

Do any of your business clients owe money to the Australian Tax Office? There is more than $50B of collectable tax debt to collect. 65% relates to small business so the answer is likely YES. There’s a major change coming on interest deductibility which CA ANZ members need to know about. From July 1, 2025, the general interest charge and the shortfall interest charge will become non-deductible, increasing the cost of tax debt. It means businesses will have a strong incentive to obtain finance from banks instead of sitting on tax debt and they’ll be looking to accountants for help. Senior Tax Advocate Susan Franks CA joins host Gillian Bowen to go through what’s changing, what accountants can do to help their clients and where to find resources.

Register for the Director Penalty Notices Webinar in June – link coming soon!

Read more in Susan’s article

Register for ONLINE EVENT – Australian Federal Budget 2024

Check out the Small Firm, Big Impact podcast page

Do any of your business clients owe money to the Australian Tax Office? There is more than $50B of collectable tax debt to collect. 65% relates to small business so the answer is likely YES. There’s a major change coming on interest deductibility which CA ANZ members need to know about. From July 1, 2025, the general interest charge and the shortfall interest charge will become non-deductible, increasing the cost of tax debt. It means businesses will have a strong incentive to obtain finance from banks instead of sitting on tax debt and they’ll be looking to accountants for help. <a href="https://www.charteredaccountantsanz.com/news-and-analysis/media-centre/our-experts/susan-franks">Senior Tax Advocate Susan Franks CA</a> joins host <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> to go through what’s changing, what accountants can do to help their clients and where to find resources.
Register for the Director Penalty Notices Webinar in June – link coming soon!
Read more in <a href="https://www.charteredaccountantsanz.com/member-services/technical/tax/tax-in-focus/cost-of-tax-debt-to-soar-in-2025">Susan’s article</a>
Register for <a href="https://store.charteredaccountantsanz.com/ONLINE-EVENT-Australian-Federal-Budget-2023?quantity=1&amp;custcol_lll_eventdate_opt=15&amp;custcol_lll_eventyear_opt=9&amp;Location=Online&amp;custcol_lll_eventmonth_opt=5">ONLINE EVENT – Australian Federal Budget 2024</a>
Check out the <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact">Small Firm, Big Impact</a> podcast page

Cost of tax debt to soar

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/e6771f2c-8ade-4e2d-94a7-b1550051054b/transcript

Want to save 30 minutes a day, and your team too, right now using GenAI? The next 26 minutes is so action-packed with straightforward, real-world practical tips, you’ll be questioning why you haven’t been using artificial intelligence this way already to improve efficiency and productivity at work. Chartered Accountant, and GenAI expert, Kayur Patel CA returns for Part 2 of this two-part special on artificial intelligence and everyday accounting. He and host Gillian Bowen dive into GenAI use-cases (text, data and bespoke) available to accountants today, particularly those in small and medium-sized practices. Get ready to take notes! 

Resources referred to in the episode: 
GenAI for SMPs (Part 1) - focused on the big picture of GenAI: What is it, the current state of play, the impact on workplaces and what’s around the corner? 
CA Library Artificial Intelligence general reading list 
CA Library articles/resources involving AI and accountancy: 

AI and the transformation of the CFO role (Isaac Heller, Strategic Finance, January 2024) 
Generative AI in accounting applications (Kelly Richmond Pope et al, Strategic Finance, November 2023) 
Writing advanced Excel macros with GPT-4 (Fidel Dhana, Journal of Accountancy, November 2023) 
Six principles for the effective use of artificial intelligence large language models (Daniel Street et al, CPA Journal, Nov/Dec 2023) 
Accounting in the age of generative AI (Tala Khalifeh, Strategic Finance, October 2023) 
Innovative processes in finance and accounting (AI and automation) (Vineet Jain, Strategic Finance, October 2023) 
Generative AI and risks to CPA firms (Sarah Beckett Ference, Journal of Accountancy, October 2023) 
The future of accounting: how artificial intelligence is revolutionizing the field (ACCA & Learn Signal, 31 October 2023) 
Ethical principles apply to AI (Accounting) (Daniel Butcher, Strategic Finance, August 2023) 
Using ChatGPT with Excel (Kelly L. Williams, Journal of Accountancy, April 2023) 
The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI (James Bryant & Aloke Mukherjee, Packt Publishing, 2023. eBook) 

Small Firm, Big Impact podcast page

Want to save 30 minutes a day, and your team too, right now using GenAI? The next 26 minutes is so action-packed with straightforward, real-world practical tips, you’ll be questioning why you haven’t been using artificial intelligence this way already to improve efficiency and productivity at work. Chartered Accountant, and GenAI expert, <a href="https://www.linkedin.com/in/kayur-patel-nz/">Kayur Patel</a> CA returns for Part 2 of this two-part special on artificial intelligence and everyday accounting. He and host <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> dive into GenAI use-cases (text, data and bespoke) available to accountants today, particularly those in small and medium-sized practices. Get ready to take notes! 
Resources referred to in the episode: 
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"><a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact/s4e3-genai-for-smps-part-1">GenAI for SMPs (Part 1)</a> - focused on the big picture of GenAI: What is it, the current state of play, the impact on workplaces and what’s around the corner? </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">CA Library <a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-shelves.pl?op=view&amp;shelfnumber=3512">Artificial Intelligence</a> general reading list </li>
<li data-leveltext="-" data-font="Calibri" data-listid="1" data-list-defn-props="{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559685&quot;:2160,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[9642],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="0" data-aria-level="3">CA Library articles/resources involving AI and accountancy: </li>
</ul>
<ul>
<li>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92724">AI and the transformation of the CFO role</a> (Isaac Heller, Strategic Finance, January 2024) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=173791008&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Generative AI in accounting applications</a> (Kelly Richmond Pope et al, Strategic Finance, November 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=173465108&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Writing advanced Excel macros with GPT-4</a> (Fidel Dhana, Journal of Accountancy, November 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=174866421&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Six principles for the effective use of artificial intelligence large language models</a> (Daniel Street et al, CPA Journal, Nov/Dec 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92492">Accounting in the age of generative AI</a> (Tala Khalifeh, Strategic Finance, October 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92493">Innovative processes in finance and accounting (AI and automation)</a> (Vineet Jain, Strategic Finance, October 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92473">Generative AI and risks to CPA firms</a> (Sarah Beckett Ference, Journal of Accountancy, October 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://www.youtube.com/watch?v=Ns-XBWZUm1s">The future of accounting: how artificial intelligence is revolutionizing the field</a> (ACCA &amp; Learn Signal, 31 October 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92319&amp;query_desc=kw%2Cwrdl%3A%2092319">Ethical principles apply to AI (Accounting)</a> (Daniel Butcher, Strategic Finance, August 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=91895">Using ChatGPT with Excel</a> (Kelly L. Williams, Journal of Accountancy, April 2023) </li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:2880,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="4"><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92651">The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI</a> (James Bryant &amp; Aloke Mukherjee, Packt Publishing, 2023. eBook) </li>
</ul>
</li>
</ul>
<a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact">Small Firm, Big Impact podcast page</a>

GenAI for SMPs (Part 2)

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/a2824c16-2a8e-43c8-ab83-b1460022ed8a/transcript

It’s time to check-in on the fast-moving world of artificial intelligence (AI) and learn how it’s impacting workplaces in 2024. Kayur Patel is a Chartered Accountant, and lecturer at the University of Auckland, who specialises in Generative AI. It’s his job to explain the state of play and to help educate accountants and their clients on how GenAI works, what it means for their businesses and why GenAI has a role in the future.

This discussion takes place over two episodes. Part 1 sets the scene while part 2 focuses on accounting-specific use cases for small and medium-sized practices.

Resources referred to in Part 1:
CA Library Artificial Intelligence general reading list

CA Library articles/resources involving AI and accountancy:

AI and the transformation of the CFO role (Isaac Heller, Strategic Finance, January 2024)
Generative AI in accounting applications (Kelly Richmond Pope et al, Strategic Finance, November 2023)
Writing advanced Excel macros with GPT-4 (Fidel Dhana, Journal of Accountancy, November 2023)
Six principles for the effective use of artificial intelligence large language models (Daniel Street et al, CPA Journal, Nov/Dec 2023)
Accounting in the age of generative AI (Tala Khalifeh, Strategic Finance, October 2023)
Innovative processes in finance and accounting (AI and automation) (Vineet Jain, Strategic Finance, October 2023)
Generative AI and risks to CPA firms (Sarah Beckett Ference, Journal of Accountancy, October 2023)
The future of accounting: how artificial intelligence is revolutionizing the field (ACCA & Learn Signal, 31 October 2023)
Ethical principles apply to AI (Accounting) (Daniel Butcher, Strategic Finance, August 2023)
Using ChatGPT with Excel (Kelly L. Williams, Journal of Accountancy, April 2023)
The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI (James Bryant & Aloke Mukherjee, Packt Publishing, 2023. eBook)
Small Firm, Big Impact episode from Season 3: Accounting and generative A.I.

It’s time to check-in on the fast-moving world of artificial intelligence (AI) and learn how it’s impacting workplaces in 2024. <a href="https://www.linkedin.com/in/kayur-patel-nz/">Kayur Patel</a> is a Chartered Accountant, and lecturer at the University of Auckland, who specialises in Generative AI. It’s his job to explain the state of play and to help educate accountants and their clients on how GenAI works, what it means for their businesses and why GenAI has a role in the future.
This discussion takes place over two episodes. Part 1 sets the scene while part 2 focuses on accounting-specific use cases for small and medium-sized practices.
Resources referred to in Part 1:
<ul>
<li>CA Library <a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-shelves.pl?op=view&amp;shelfnumber=3512">Artificial Intelligence</a> general reading list
<ul>
<li>CA Library articles/resources involving AI and accountancy:
<ul>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92724">AI and the transformation of the CFO role</a> (Isaac Heller, Strategic Finance, January 2024)</li>
<li><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=173791008&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Generative AI in accounting applications</a> (Kelly Richmond Pope et al, Strategic Finance, November 2023)</li>
<li><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=173465108&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Writing advanced Excel macros with GPT-4</a> (Fidel Dhana, Journal of Accountancy, November 2023)</li>
<li><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=174866421&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Six principles for the effective use of artificial intelligence large language models</a> (Daniel Street et al, CPA Journal, Nov/Dec 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92492">Accounting in the age of generative AI</a> (Tala Khalifeh, Strategic Finance, October 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92493">Innovative processes in finance and accounting (AI and automation)</a> (Vineet Jain, Strategic Finance, October 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92473">Generative AI and risks to CPA firms</a> (Sarah Beckett Ference, Journal of Accountancy, October 2023)</li>
<li><a href="https://www.youtube.com/watch?v=Ns-XBWZUm1s">The future of accounting: how artificial intelligence is revolutionizing the field</a> (ACCA &amp; Learn Signal, 31 October 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92319&amp;query_desc=kw%2Cwrdl%3A%2092319">Ethical principles apply to AI (Accounting)</a> (Daniel Butcher, Strategic Finance, August 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=91895">Using ChatGPT with Excel</a> (Kelly L. Williams, Journal of Accountancy, April 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92651">The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI</a> (James Bryant &amp; Aloke Mukherjee, Packt Publishing, 2023. eBook)</li>
</ul>
</li>
</ul>
</li>
<li>Small Firm, Big Impact episode from Season 3: <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact/s3e11-accounting-and-generative-ai">Accounting and generative A.I.</a></li>
</ul>

GenAI for SMPs (Part 1)

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/b05dd2d7-338b-4125-b633-b1320032d62c/transcript

‘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

For this final episode, David Boyar focuses on something that makes Chartered Accountants stand together: community. Chartered Accountants’ work plays out in a similar fashion, and they can share experiences with each other because they know a fellow CA will understand.

David is going to explore where your community is and how to be a part of it. Joining him is Lee Whitney, the Group Executive of Account Management and Strategic Planning of Chartered Accountant Australia and New Zealand.

We'll then hear the story of Lance Rubin, a South African immigrant who used his CA to find his place in his new home, Australia, and to overcome his own conflict between getting value as a CA and finding his community.

We hope you’ll enjoy this last episode of the series.

CREDITS

Guests:
Lee Whitney, Group Executive of Account Management and Strategic Planning, Chartered Accountant Australia and New Zealand
Lance Rubin, Partner, The Outperformer            

Host: David Boyar, Founder and MD at Sequel CFO

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

For this final episode, David Boyar focuses on something that makes Chartered Accountants stand together: community. Chartered Accountants&rsquo; work plays out in a similar fashion, and they can share experiences with each other because they know a fellow CA will understand.
David is going to explore where your community is and how to be a part of it. Joining him is Lee Whitney, the Group Executive of Account Management and Strategic Planning of Chartered Accountant Australia and New Zealand.
We'll then hear the story of Lance Rubin, a South African immigrant who used his CA to find his place in his new home, Australia, and to overcome his own conflict between getting value as a CA and finding his community.
We hope you&rsquo;ll enjoy this last episode of the series.
CREDITS
Guests:
<ul>
<li>Lee Whitney, Group Executive of Account Management and Strategic Planning, Chartered Accountant Australia and New Zealand</li>
<li>Lance Rubin, Partner, The Outperformer&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li>
</ul>
Host: David Boyar, Founder and MD at Sequel CFO
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Community: You're Not Alone

This episode is a full interview with Glin Bailey, an accountant and performance coach who specialises in developing structured ways to help individuals work on themselves to assist them to get to their desired outcome. David and Glin discuss the ways you can change an actual framework and help you adopt a growth mindset. They're tools that you can use every day to take advantage of the ideas we've shared throughout this show.

So please relax, enjoy yourself and take note of this special interview with Glin Bailey

CREDITS

Guest: Glin Bailey, Founder, Heart of Human, Holistic Performance Coach Empowering Wellness, Wisdom & Wealth                 

Host: David Boyar, Founder and MD at Sequel CFO

DISCLAIMER

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

This episode is a full interview with Glin Bailey, an accountant and performance coach who specialises in developing structured ways to help individuals work on themselves to assist them to get to their desired outcome. David and Glin discuss the ways you can change an actual framework and help you adopt a growth mindset. They're tools that you can use every day to take advantage of the ideas we've shared throughout this show.
So please relax, enjoy yourself and take note of this special interview with Glin Bailey
CREDITS
Guest: Glin Bailey, Founder, Heart of Human, Holistic Performance Coach Empowering Wellness, Wisdom &amp; Wealth&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;
Host: David Boyar, Founder and MD at Sequel CFO
DISCLAIMER
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Growth Mindset

In this episode David Boyar discusses what a future firm could look like, focusing on three elements: How do you come up with a new business model? How do we price our firms? And: How do we attract and retain staff?

David speaks to accountants doing things differently. Listen to find out more.

CREDITS

Guests:
Jason Andrew CA, Co-Founder, SBO Financial
Mike Atkinson FCA, Director, Bellingham Wallace
Felicity Hill CA, Director, Greenlion Ltd
Luke Kemeys CA, Director, nextAdvisory                  

Host: David Boyar, Founder and MD at Sequel CFO

 

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in
contract, negligence, tort, under statute, or otherwise.

In this episode David Boyar discusses what a future firm could look like, focusing on three elements: How do you come up with a new business model? How do we price our firms? And: How do we attract and retain staff?
David speaks to accountants doing things differently. Listen to find out more.
CREDITS
Guests:
<ul>
<li>Jason Andrew CA, Co-Founder, SBO Financial</li>
<li>Mike Atkinson FCA, Director, Bellingham Wallace</li>
<li>Felicity Hill CA, Director, Greenlion Ltd</li>
<li>Luke Kemeys CA, Director, nextAdvisory&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li>
</ul>
Host: David Boyar, Founder and MD at Sequel CFO
&nbsp;
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Business Model Innovation

Without the right leadership, substantial change is difficult and near impossible, but what exactly can you do with your leadership capabilities and style to help enable the change needed to transform your practice?

In this episode David Boyar FCA sits down with Founder and CEO of designCEO and former CEO of the Australian Football League (AFL) Cameron Schwab, to discuss and answer these very questions. David also explores the strategies and real-life experiences with fellow CA ANZ members and practitioners who have first-hand experience with leading change within a practice environment.

Listen to find out more.

CREDITS

Guests:
Cameron Schwab, Founder and CEO at designCEO
Shaye Thyer CA, Director at BDO Drive
Michelle Griffith, Partner – Investment Advisory & Wealth at TAG Financial
Rebecca Mihalic CA, Director at businessDEPOT
Mike Atkinson FCA, Director at Bellingham Wallace

Host: David Boyar FCA, Founder and Managing Director at Sequel CFO

 

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in
contract, negligence, tort, under statute, or otherwise.

Without the right leadership, substantial change is difficult and near impossible, but what exactly can you do with your leadership capabilities and style to help enable the change needed to transform your practice?
In this episode David Boyar FCA sits down with Founder and CEO of designCEO and former CEO of the Australian Football League (AFL) Cameron Schwab, to discuss and answer these very questions. David also explores the strategies and real-life experiences with fellow CA ANZ members and practitioners who have first-hand experience with leading change within a practice environment.
Listen to find out more.
CREDITS
Guests:
<ul>
<li>Cameron Schwab, Founder and CEO at designCEO</li>
<li>Shaye Thyer CA, Director at BDO Drive</li>
<li>Michelle Griffith, Partner &ndash; Investment Advisory &amp; Wealth at TAG Financial</li>
<li>Rebecca Mihalic CA, Director at businessDEPOT</li>
<li>Mike Atkinson FCA, Director at Bellingham Wallace</li>
</ul>
Host: David Boyar FCA, Founder and Managing Director at Sequel CFO
&nbsp;
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Choosing to Lead

In this episode David talks to Brad Eisenhuth, Founder and CEO of The Outperformer about rising the value chain as an accountant and kicks off the conversation by asking Brad for his views on the one skill accountants need to rise up the value chain.

David catches up with Andy Hamilton, CEO at The Icehouse in Auckland to talk about what startups want from an accountant who has risen up the value chain. In their conversation, Andy shares the benefits that exist for startups that have access to experienced chartered accountants.

The episode closes with Felicity Hill, Director at Greenlion Limited, who gives an enlightening insight into how she positions herself in the value chain with her clients.

Listen to learn more.

CREDITS

Guests:
Brad Eisenhuth, Founder & CEO, The Outperformer
Andy Hamilton, CEO, The Icehouse
Felicity Hill, Director, Greenlion Limited

 Host: David Boyar, Founder and MD at Sequel CFO

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in
contract, negligence, tort, under statute, or otherwise.

In this episode David talks to Brad Eisenhuth, Founder and CEO of The Outperformer about rising the value chain as an accountant and kicks off the conversation by asking Brad for his views on the one skill accountants need to rise up the value chain.
David catches up with Andy Hamilton, CEO at The Icehouse in Auckland to talk about what startups want from an accountant who has risen up the value chain. In their conversation, Andy shares the benefits that exist for startups that have access to experienced chartered accountants.
The episode closes with Felicity Hill, Director at Greenlion Limited, who gives an enlightening insight into how she positions herself in the value chain with her clients.
Listen to learn more.
CREDITS
Guests:
<ul>
<li>Brad Eisenhuth, Founder &amp; CEO, The Outperformer</li>
<li>Andy Hamilton, CEO, The Icehouse</li>
<li>Felicity Hill, Director, Greenlion Limited</li>
</ul>
&nbsp;Host: David Boyar, Founder and MD at Sequel CFO
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

The Value Chain and the Trusted Advisor

This episode is focused on tech transformation. David Boyar talks to Alan Fitzgerald about how tech transformation is pretty simply everyone getting access to high level technology that previously, none of the big firms got to play with.

We're going to learn about the foundational changes that have led to what an automated firm can do before hearing from Trent Innes from Xero and Caroline Wright from MYOB. But it's Australia’s Commissioner of Tax, Chris Jordan, who gives the greatest reason why we should adopt technology.

Listen to find out more.

CREDITS

Guests:
Alan Fitzgerald, Strategic Advisor, Taxlab
Trent Innes, Managing Director, Xero
Caroline Wright, Head of Product, MYOB
Chris Jordan, Australian Commissioner of Taxation

Host: David Boyar, Founder and MD at Sequel CFO

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in
contract, negligence, tort, under statute, or otherwise.

This episode is focused on tech transformation. David Boyar talks to Alan Fitzgerald about how tech transformation is pretty simply everyone getting access to high level technology that previously, none of the big firms got to play with.
We're going to learn about the foundational changes that have led to what an automated firm can do before hearing from Trent Innes from Xero and Caroline Wright from MYOB. But it's Australia&rsquo;s Commissioner of Tax, Chris Jordan, who gives the greatest reason why we should adopt technology.
Listen to find out more.
CREDITS
Guests:
<ul>
<li>Alan Fitzgerald, Strategic Advisor, Taxlab</li>
<li>Trent Innes, Managing Director, Xero</li>
<li>Caroline Wright, Head of Product, MYOB</li>
<li>Chris Jordan, Australian Commissioner of Taxation</li>
</ul>
Host: David Boyar, Founder and MD at Sequel CFO
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Transformation Through Technology

This episode features accountants from small firms to big, rural to urban, and young to experienced. It's broken up to focus on tech automation, as well as its benefits, and some tips on how to make the change to this new way of working, from people who've done it.

At the start of the show, David Boyar talks to Shaye Thyer from BDO Drive who phrases the problem: We need more time! He then asks Adam Ramage from Morrows Group that, if this was true, whether tech solved the problem.

CREDITS

Guests:
Shaye Thyer, Director, BDO Drive
Adam Ramage, Principal, Biz Tech at Morrows Pty Ltd
Rebecca Mihalic, Director, businessDepot
Michelle Griffith, Partner, Investment Advisory & Wealth
John Stewart, Managing Director, KPI Consulting
Mike Atkinson FCA, Director, Bellingham Wallace
Sonia Gibson, Founder & Director, Accounting Heart

Host: David Boyar, Founder and MD at Sequel CFO

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in
contract, negligence, tort, under statute, or otherwise.

This episode features accountants from small firms to big, rural to urban, and young to experienced. It's broken up to focus on tech automation, as well as its benefits, and some tips on how to make the change to this new way of working, from people who've done it.
At the start of the show, David Boyar talks to Shaye Thyer from BDO Drive who phrases the problem: We need more time! He then asks Adam Ramage from Morrows Group that, if this was true, whether tech solved the problem.
CREDITS
Guests:
<ul>
<li>Shaye Thyer, Director, BDO Drive</li>
<li>Adam Ramage, Principal, Biz Tech at Morrows Pty Ltd</li>
<li>Rebecca Mihalic, Director, businessDepot</li>
<li>Michelle Griffith, Partner, Investment Advisory &amp; Wealth</li>
<li>John Stewart, Managing Director, KPI Consulting</li>
<li>Mike Atkinson FCA, Director, Bellingham Wallace</li>
<li>Sonia Gibson, Founder &amp; Director, Accounting Heart</li>
</ul>
Host: David Boyar, Founder and MD at Sequel CFO
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Technology in Public Practice

In this episode David Boyar talks RegTech, regulation technology. And we're fortunate to hear from Chris Jordan, the Australian Commissioner for Taxation, about his tips for the future, the tech focus of the ATO and why tech changes results in tax agents expecting more from regulators, and the knock-on effect for your clients.

David also speaks about new RegTech, like e-invoicing, and is joined by Milan Cooper from First AML and Anthony Quinn from Arctic Intelligence to talk about the impact anti-money laundering procedures have had on New Zealand firms and to get a glimpse of what Aussie practitioners can look forward to in the future.

We’ll kick off the conversation with Ron Lesh, the Founder and CEO of BGL Corporate Solutions, a company that's been producing RegTech for 30 years, to have a look at how far RegTech has come.

So what’s RegTech all about and how will it impact us in the future? Listen to find out...

CREDITS

Guests:
Chris Jordan, Australian Commissioner for Taxation
Milan Cooper, Managing Director First AML
Anthony Quinn, Founder at Arctic Intelligence and Co-Founder at AML Accelerate
Ron Lesh, Founder and CEO of BGL Corporate Solutions

Host: David Boyar, Founder and MD at Sequel CFO

 

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

In this episode David Boyar talks RegTech, regulation technology. And we're fortunate to hear from Chris Jordan, the Australian Commissioner for Taxation, about his tips for the future, the tech focus of the ATO and why tech changes results in tax agents expecting more from regulators, and the knock-on effect for your clients.
David also speaks about new RegTech, like e-invoicing, and is joined by Milan Cooper from First AML and Anthony Quinn from Arctic Intelligence to talk about the impact anti-money laundering procedures have had on New Zealand firms and to get a glimpse of what Aussie practitioners can look forward to in the future.
We&rsquo;ll kick off the conversation with Ron Lesh, the Founder and CEO of BGL Corporate Solutions, a company that's been producing RegTech for 30 years, to have a look at how far RegTech has come.
So what&rsquo;s RegTech all about and how will it impact us in the future? Listen to find out...
CREDITS
Guests:
<ul>
<li>Chris Jordan, Australian Commissioner for Taxation</li>
<li>Milan Cooper, Managing Director First AML</li>
<li>Anthony Quinn, Founder at Arctic Intelligence and Co-Founder at AML Accelerate</li>
<li>Ron Lesh, Founder and CEO of BGL Corporate Solutions</li>
</ul>
Host: David Boyar, Founder and MD at Sequel CFO
&nbsp;
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

The Regulatory Environment for Public Practitioners

Welcome to Shaping the Practice of Tomorrow, the 9-part podcast series, powered by CA Catalyst, designed to help our members in practice take full advantage of the digital disruptive opportunities sweeping the accounting profession.

In this episode David Boyar talks to Rick Ellis, the CEO of Chartered Accountants Australia and New Zealand, before exploring global trends with Cindy Lenferna de la Motte, an expert in the future of work. Finally, David sits down with Emma Tibballs, a CA student representative on campus, to find out what future leaders want from the practices of the future.

What are their thoughts on the future of work and accounting? Listen to find out..

CREDITS

Guests: 
Rick Ellis, CEO Chartered Accountants Australia and New Zealand
Cindy Lenferna de la Motte, Future of Work Expert
Emma Tibballs, CA Student Representative

Host: David Boyar, Founder and MD at Sequel CFO

 

Disclaimer:

This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in
contract, negligence, tort, under statute, or otherwise.

Welcome to Shaping the Practice of Tomorrow, the 9-part podcast series, powered by&nbsp;<a href="https://www.charteredaccountantsanz.com/about-us/ca-catalyst">CA Catalyst</a>, designed to help our members in practice take full advantage of the digital disruptive opportunities sweeping the accounting profession.
In this episode David Boyar talks to Rick Ellis, the CEO of Chartered Accountants Australia and New Zealand, before exploring global trends with Cindy Lenferna de la Motte, an expert in the future of work. Finally, David sits down with Emma Tibballs, a CA student representative on campus, to find out what future leaders want from the practices of the future.
What are their thoughts on the future of work and accounting? Listen to find out..
CREDITS
Guests:&nbsp;
<ul>
<li>Rick Ellis, CEO Chartered Accountants Australia and New Zealand</li>
<li>Cindy Lenferna de la Motte, Future of Work Expert</li>
<li>Emma Tibballs, CA Student Representative</li>
</ul>
Host: David Boyar, Founder and MD at Sequel CFO
&nbsp;
Disclaimer:
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not 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 the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Future Proofing the Accounting Profession

This 9-part series - powered by CA Catalyst - was designed to help CA ANZ practice members take full advantage of the digital disruptive opportunities sweeping the accounting profession.

It's Season 1 of what's now become Small Firm, Big Impact.

You can find more information about the latest season here.

This 9-part series - powered by CA Catalyst - was designed to help CA ANZ practice members take full advantage of the digital disruptive opportunities sweeping the accounting profession.
It's Season 1 of what's now become Small Firm, Big Impact.
You can find more information about the latest season <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impac">here.</a>

Shaping the practice of tomorrow

‘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.

Small Firm, Big Impact

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