Information we are required to disclose to you
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2025 requires that we make the following disclosures to you:
- Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward, including the following: None applicable.
- The Tax Practitioner’s Board maintains a register of Tax Agents and BAS agents. You can access and search this register at http://tpb.gov.au/public-register.
- If you have a complaint about our Tax Agent services, you will need to contact your Manager in the first instance, with details, by email. If they are unable to resolve your complaint within three business days, please contact us by email at. Your complaint will be investigated by a Director who is not involved in the matter, where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can make a complaint to the Tax Practitioner’s Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
- You have certain rights and obligations under Taxation Laws, including the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct).
Please refer to the attached fact sheet published by the Tax Practitioners Board, which summarises your obligations to the ATO and your tax practitioner’s obligations to you, the TPB and the ATO:
https://www.tpb.gov.au/sites/default/files/2025-03/
Information%20for%20clients%20factsheet%202025_0.pdf