Regulatory & Compliance

Information we as Tax Agents 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:  

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The Tax Practitioners Board (TPB) maintains a register with details of registered, suspended and deregistered tax and BAS agents.

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This register is available to the public to search at https://www.tpb.gov.au/public-register.

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We are obliged to advise clients of certain events which may influence your decision to engage or re-engage us as your registered Tax Agent.  

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• There are no current issues about which are obliged to advise you.

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We are also obliged to advise you whether there are any conditions attached to our registration.

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• There are no current conditions attached to our registration

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If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Stephen Arthur, Managing Director, by email. Your complaint will be investigated by Stephen Arthur.

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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 with 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), following this link https://www.tpb.gov.au/complaints. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint.

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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. 

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

 

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

Access the fact sheet here : ​Tax Practitioners Board (TPB) Fact Sheet - Information for Clients