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Risky business: How not to get sued (and what to do if you are sued) paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 23 Aug 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Risk management should be at the top of the list for anyone who works in a professional business.

This paper covers:

  • Practice risk management for accountants – what habits really make a difference
  • Choosing a professional indemnity policy – not all policies are the same
  • Management of matters which may become litigious
  • Tips and traps if a PI claim is made against you or your firm.

Author profile

Fiona Halsey
Fiona has been a solicitor since 1993 and is a director of Halsey Legal and leader of PerthAML. She has been a State Chairperson, State Councillor, National Councillor, Head of the WA Technical Committee for The Tax Institute and a director at EY. Fiona is a Certified Anti-Money Laundering Specialist (ACAMS). She is a member of the Law Society AMLCTF working group, a member of the Law Council AMLCTF working group, and a member of the Association of Certified Anti-Money Laundering Specialists. She is experienced in conducting AMLCTF evaluations, preparing AMLCTF policies and procedures, software acquisition, risk assessments, and advises on AMLCTF generally. - Current at 13 November 2025
Click here to expand/collapse more articles by Fiona HALSEY.

 

This was presented at 45th Western Australia State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

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Dealing with Division 7A disasters

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The ship of Theseus and other trust perplexities

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Taxation of trusts tug-of-war

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Superannuation - Consulting the compass

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Risky business: How not to get sued (and what to do if you are sued)

Author(s):  Fiona HALSEY

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Successful succession planning

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Corporate conundrums

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Philanthropy: Tax planning and sustainable giving

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Further details about this event:

 

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