Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us

Identifying vulnerable taxpayers

 
 
 
 
 
 
Topic: Identifying vulnerable taxpayers   

Recorded on: Tuesday 22 July 2025 | 12:30-2:00pm AEST

Supporting those who need it most: identifying vulnerable taxpayers

Discover how you can make a real difference to your vulnerable clients. This engaging session will equip you with the tools to recognise signs of vulnerability in clients and provide practical ways to offer the right support.

Whether due to financial abuse, mental health issues or challenging personal circumstances, learn how early identification and the right approach can lead to better outcomes for your clients.

This session will cover:

  • How to identify a vulnerable client
  • Understanding financial abuse
  • The Government’s proposed policy changes directed at ending financial abuse
  • How practitioners can support vulnerable clients.

Panellists:

  • Annemarie Wilmore, Johnson Winter Slattery
  • Dr Ann Kayis-Kumar, UNSW

This session is brought to you by your NSW State Council

 

Reasons to become a member

 
We only do tax

We're the industry voice driving advocacy with a holistic offering for tax professionals. We're passionate about tax and are at the heart of the industry.

 
World-class resouces 

Get access to member-only and subscriber content created by industry thought leaders.  With membership you gain access to the latest insights and analysis on everything tax.

 
Find your tax tribe

With industry leading events and a dedicated community, we're the place to rub shoulders and meet with other tax professionals. It's the connections you make here that grow and propel your career.

 
Industry recognition

In Australia, we are the only desingator of the CTA designation, the highest level of professional standards. We also offer the ATI and FTI post-nominals. This allows members to inspire client confidence with their professional attainment.