Quarterly Ethics Update - March 2025

Stay in the know with our Quarterly Ethics Update, featuring the latest on ethical standards, tax agent obligations, and more.

In this session, we cover:

• Revisions to APES 110 Code of Ethics

• Revisions to APES 220 Taxation Services

• Tax Agent Services Act (TASA) Changes

  • The Code Determination – 8 new obligations

• Quality review results

  • Top issues for Desktop reviews in Australia CAANZ – 30 June 2024

• Recent disciplinary action

  • Case 1 – TPB, Appeal against 4 year termination

  • Case 2 – NZICA, conflict of interest

  • Case 3 – TPB, Appeal against 2 year termination

• Where to go to for further guidance

Date recorded: 12 March 2025