Tax Agent Disclosure

In accordance with the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct) Determination 2024, we are required to make the following disclosures:

1. Influencing Matters

From 1 July 2022, we are required to disclose any matters that could significantly influence your decision to engage (or continue to engage) us for Tax Agent services.

None applicable.

2. Tax Agent Register

The Tax Practitioners Board (TPB) maintains a public register of all registered Tax Agents and BAS Agents. You can access the register at: https://www.tpb.gov.au/public-register

3. Complaints Process

If you have a complaint about our Tax Agent services, please follow this process:

Contact your usual accountant by email with details of your complaint.

If the issue is not resolved within three business days, escalate the matter by emailing Sonia Gibson, Director.

Your complaint will be reviewed by the Director or, where possible, by a staff member not involved in the matter.

We will acknowledge receipt of your complaint via email, confirm our understanding of the issue, and aim to resolve the matter within 14 days. The response will include an outline of our dispute resolution process.

If you are not satisfied with the outcome, you may lodge a complaint with the Tax Practitioners Board via the link above. The TPB will acknowledge receipt, assess your complaint, and provide further information about review rights and additional support options.