Disclosure Statement

Information We Are Required To Disclose To You

‍Tax Agent Services Act 2009.Tax Agent Services (Code of Professional Conduct) Determination 2024

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
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
If you have a complaint about our Tax Agent services, you will need to contact us immediately in the first instance with details by email. Your complaint will be investigated carefully and with full consideration of all facts. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. 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.