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Tax Agent Disclosure Statement

Introduction

As a registered tax agent, we are committed to meeting the requirements set out under the Tax Agent Services Act (TASA) and the Code of Professional Conduct administered by the Tax Practitioners Board (TPB).

Registration Details

You can confirm our registration and that of our individual tax agents via the Tax Practitioners Board Register – https://www.tpb.gov.au/public-register. This register includes current registration status and any conditions that may apply.

Complaints and Dispute Resolution

If you have any concerns about our services, please refer to your engagement letter and our Standard Terms and Conditions, which outline our internal complaints handling process.

Additionally, the TPB provides an external complaints process which you can access https://www.tpb.gov.au/complaints.

Your Rights and Obligations

Tax agents and clients both have specific responsibilities under the law. We encourage you to read the TPB’s Information for Clients fact sheet https://www.tpb.gov.au/information-clients to understand your rights and obligations.

Code of Professional Conduct – Notification

Under Section 45 of the TASA Code of Professional Conduct, we are required to notify you of certain events occurring within the last five years. We confirm that no such reportable events have occurred.