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 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. Your rights under Taxation Laws (including Tax Agent Services Act and the Tax Agent Services (Code of Professional Conduct) Determination)

Please refer to the attached fact sheet published by the Tax Practitioners Board summarising your obligations to the ATO and your tax practitioner, and your tax practitioner's obligations to you, the TPB and ATO.

The fact sheet is here: https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf

4 . Complaints & Dispute Resolution

If you have a complaint or dispute in relation to any aspect of our costs, scope of work or services we provide you, you have the following avenues of redress, in the first instance we encourage you to discuss your concerns with us so that any issue can be identified and we can have the opportunity to resolve the matter promptly and without it adversely impacting on our business relationship. We will confirm receipt of your concerns and will take steps to resolve any complaints or concerns within 7 days; 


If you are unhappy with the proposed outcome, complaints about our services as provided to you, can be made to the Tax Practitioners Board (TPB) via the online form available at https://www.tpb.gov.au/complaints

You are always able to obtain independent legal advice into any concerns you have.