Information Disclosure

Tax Agent Disclosure Statement

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:

• None applicable

2. Tax Practitioner Register

The Tax Practitioners Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here:
TPB Public Register

3. Complaints Handling Procedure

If you have a complaint about our Tax Agent services, please contact us in the first instance by email with the details of your concern.

• Your complaint will be investigated by the Director or by a third-party mediator (appointed at your cost).

• We will acknowledge receipt of your complaint by email and confirm our understanding of the circumstances.

• We will attempt to resolve your complaint within 14 days and outline the dispute resolution process.

If you’re unhappy with the outcome we propose, you can escalate your complaint to the Tax Practitioners Board via the link above.

• The TPB will acknowledge receipt of your complaint, review it, and perform a risk assessment.

• If you are dissatisfied with how the TPB handles your complaint, their website includes information about your review rights and where to go for further assistance.

For more information, you can access the Tax Practitioner Board information page here.