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Western Australia
Networking Event
Women in Tax WA High Tea
30 October 2025 | The Duxton Hotel, Perth
Empowering Financial Stability: Strategies for Supporting Vulnerable Clients
Join us for a dynamic and insightful panel discussion featuring representatives from the Taxation Ombudsman’s Office, the tax profession, and organisations dedicated to assisting vulnerable taxpayers. Together, we will explore how the profession can play a more active role in helping clients at risk to achieve long-term financial security.
Our expert panellists will examine the impacts of financial abuse, the challenges faced by those without access to professional support, and the critical role the ATO and financial professionals can play in providing meaningful, effective assistance.
Key topics covered:
- Identifying the various forms of financial abuse and recognising early warning signs.
- Practical strategies for supporting vulnerable individuals and connecting them with available resources.
Approaches to assisting clients with limited financial means to engage professional help. - Communication techniques to help prevent financial exploitation and build client trust.
This session will deliver practical, actionable strategies to strengthen your capacity to assist clients in distress, advocate for their financial well-being, and apply best practices that make a lasting impact.
Event Details:
Date: Thursday, 30 October 2025
Time: 1:00-3:00pm (Registration from 12:45pm)
Venue: The Duxton Hotel, 1 St Georges Tce, Perth
Speakers:
- Tracy Dunn, EY
- Annette Morgan, Curtin University
- Ruth Owen CBE GAICD, Taxation Ombudsman
Event Details
Pricing
$ 150 (member)
$ 180 (non member)
$ 700 (half table of 5)*
$ 1400 (table of 10)*
*For table bookings please email the completed registration form (in brochure) to nationalevents@taxinstitute.com.au
- When30-October-2025 - 30-October-2025
- FormatFace-to-face
- CPD Hours1
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