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You are here:Home Industry Topics Practice management

Practice management

The Professional Standards Team provides a vital service giving guidance to members on the Institute’s comprehensive professional rules and standards, training & development requirements and practice management issues.

The Professional Standards Team at the Institute is led by Paul Meredith.

Commencing practice

  • Certificate of Public Practice
  • Public Practice Program
  • Practice Structures
  • Professional Indemnity Insurance
  • Liability capping scheme
  • Stationery / Letterheads - FAQs
  • Buying a practice

Managing your practice

  • Obligations of holding a CPP
  • Practice requirements
  • Trust accounts
  • Marketing your practice
  • Client disputes
  • In the event of a claim
  • Risk Management for Firms

Ceasing practice

  • CPP, PI and liability issues on retirement
  • Monitored member status
  • Death or incapacity
  • Selling a Practice
  • Succession planning

Publications and tools

  • Members Handbook
  • Practice management everyday tools including workpapers, checkllists & templates
  • Practice Management Knowledge Guide
  • SMEs Knowledge Guide
  • Knowledge Centre’s Online Library
  • Quality Review

See all

Stay Informed

  • Paul Meredith's Blog

    Paul Meredith's Blog

    Discussions

    Articles of Interest for Practitioners

    Contact us

    Contact the Professional Standards team, use the help line and let us assist you.

IFRS

Training

  • Audit Conference 2013
  • Audit of SMSFs - Introductory and Advanced Workshop 2013
  • Auditor Essentials Series
  • Essential Tax Update 2013
  • SMSF Specialisation Program

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