Tax Agent Disclosure
Information we are required to disclose
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 2024 requires that we make the following disclosures to you:
1. 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 include the following: None Applicable
2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
3. If you have a complaint or consider that a dispute has arisen in connection with our Tax Agent services you must give us written notice of the dispute. Such notice must set out the nature and full particulars of the dispute. On receipt of a dispute notice, we will use our best endeavours to investigate the dispute and we must cooperate with you to attempt in good faith to resolve the dispute. If, for any reason, we are unable to resolve the dispute within 30 days, the parties may agree to endeavour in good faith to settle the dispute by mediation, or you may make a complaint to the Tax Practitioners Board in accordance with their complaints process described here https://www.tpb.gov.au/complaints. 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.