- Presentations
- Practice Management
National Conference 2024
Within the context of professional accountability, Fraser will explore how to navigate the expectations of regulators, clients, and your own professional community while effectively safeguarding sensitive information.
The session will wrap up with actionable takeaways that will change the way you think of protecting the private and confidential information you are the trusted custodian of.
Following this session you will be able to:
- Grasp the legal and regulatory landscape surrounding the safeguarding of client information and cyber incident preparedness in a professional setting.
- Learn the mechanisms for detecting and effectively managing cyber incidents within your firm.
- Gain insights into transitioning from an ad hoc to a structured cybersecurity approach tailored to professional firms.
- Recognise the disparity in handling client’s Personal Identifiable Information (PII) between digital and physical formats, and understand its implications.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association