Compliance


Tax Agent Services Act 2009 Disclosures

 

Register of Tax Agents and BAS Agents available for you to search

The Tax Practitioners Board (TPB) maintains a register with details of registered, suspended and deregistered tax and BAS agents. This register is available to the public to search at https://www.tpb.gov.au/public-register.

We are obliged to advise clients of certain events which may influence your decision to engage us as your tax agent registration.  

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

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

There are no current conditions attached to our registration

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 ATO and your tax practitioner, and your tax practitioner's obligations to you, the TPB and ATO.
The fact sheet is here:  

https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf

Complaints and Disputes

We have a complaint and dispute resolution process whereby we ask that you contact us either by phone or email in the first instance to outline any concern or issue and provide us the opportunity to respond, clarify any misunderstanding or resolve any concern or issue. If you are unsatisfied with our response, complaints regarding tax agent services can be made directly to the Tax Practitioners Board. The Board’s complaints process is explained and the online form availalbe at:

https://www.tpb.gov.au/complaints