Client’s Rights

1. Verification of Our Registration

The TPB maintains a public register of registered tax agents and BAS agents. This register allows you to:

• Verify our registration status.
• Check the qualifications and credentials of any registered tax practitioner.

You can access the TPB public register here:
https://www.tpb.gov.au/public-register

2. Our Commitment to Ethical Standards

As a registered tax agent, we are committed to upholding and promoting the ethical standards of the tax profession in line with the TPB Code of Professional Conduct. We act with honesty and integrity in all our dealings and expect the same from our clients.

3. Avoiding False or Misleading Statements

We do not engage in or support any false or misleading statements made to the Tax Practitioners Board or the Australian Taxation Office. All our representations and submissions are accurate, transparent, and compliant with applicable laws.

4. Managing Conflicts of Interest and Confidentiality

We actively identify and manage any conflicts of interest, particularly when undertaking work involving government authorities. We also maintain strict confidentiality in all our professional dealings, including matters involving public entities.

5. Making a Complaint

If you have concerns about the tax agent services you have received from us:

• You are entitled to lodge a complaint directly with the Tax Practitioners Board (TPB).
• The TPB will review your complaint in accordance with its procedures and legal framework.

For more information on how to submit a complaint, visit:
https://www.tpb.gov.au/make-complaint

6. Your Rights, Responsibilities, and Obligations

As a client of a registered tax practitioner:

• You have the right to receive accurate and ethical advice tailored to your specific tax situation.
• You are responsible for providing truthful and complete information necessary for us to provide our services.
• We are committed to confidentiality and will only share your information with relevant authorities as required by law.

For more detailed information, refer to the Tax Agent Services Act 2009 or consult the TPB website.

7. Record-Keeping Obligations

We maintain proper and secure records of all tax agent services we provide, in accordance with our legal obligations and professional standards. These records are stored securely and are available for review upon request.

8. Competence and Supervision

All tax agent services provided by our team are carried out competently and under appropriate supervision. We regularly review our work processes and ensure that staff receive adequate training and support.

9. Quality Management Systems

We have implemented quality management systems to ensure the consistency, reliability, and continuous improvement of our services. These systems help us monitor performance, reduce errors, and deliver high-quality outcomes to clients.

10. Keeping Clients Informed

We are committed to keeping you informed of any matters relevant to the tax services we provide, including progress updates, compliance deadlines, and any changes in legislation that may affect your situation.

11. Disclosure of Prescribed Events

In accordance with the TPB’s Code of Professional Conduct, we will disclose any prescribed events that may affect our relationship, including:

• Bankruptcy of a registered tax agent
• Suspensions or sanctions imposed by regulatory authorities

We believe in transparency and will inform you promptly if any such circumstances arise.

12. Compliance with Additional TPB Obligations

We fully comply with all additional obligations as determined under section 30-12 of the Tax Agent Services Act 2009, including those introduced in the 2024 Code of Professional Conduct Determination.