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


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 FTI
After completing her law degree, Fiona worked as a solicitor at Clayton Utz and then Freehills (now Herbert Smith Freehills). She was subsequently a director and in-house counsel at Ernst & Young. In 2001, Fiona and her husband established Halsey Legal Services. Fiona is also a director of Licensee Solutions Pty Ltd, which specialises in Australian financial services compliance. She has been a State Chairperson, State Councillor, National Councillor and Head of the WA Technical Committee for The Tax Institute. Fiona acts in many professional negligence matters, including disputes about professional indemnity insurance. She acts for complainants and defendants in tribunals and courts. Current at 15 September 2015 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

Part IVA: Where to from here?

Author(s):  Tom Thawley

Materials from this session:

The ship of Theseus and other trust perplexities

Author(s):  Fiona DILLON

Materials from this session:

Philanthropy: Tax planning and sustainable giving

Author(s):  Peter DOWLING

Materials from this session:

Further details about this event:


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