Tax Practitioner Statement

With changes to the Tax Agent Services (Code of Professional Conduct), registered tax practitioners are required to advise all current and prospective clients of the following matters:

 Public register of tax practitioners

 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.

Complaints Resolution

 If you have any concerns about our costs or services, please contact us to discuss. We will endeavour to resolve a complaint or dispute to the mutual satisfaction of the parties involved and may require you to detail your complaint in writing to allow us to fully investigate any concerns that you raise.

 Where your complaint concerns a tax agent service or BAS agent service that we have provided, you also have the right to make a complaint to the Tax Practitioners Board in accordance with their complaints process described here https://www.tpb.gov.au/complaints.

Rights, Responsibilities and Obligations

 As tax practitioners, we must comply with the Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct, along with other legislative and professional standard obligations.

 Our clients also have obligations to comply with taxation laws. You can refer to the following fact sheet from the Tax Practitioners Board for more information:

https://www.tpb.gov.au/sites/default/files/2025-03/Information%20for%20clients%20factsheet%202025_0.pdf

Events affecting our tax practitioners

 Under s45(1)(d) of the Tax Agent Services (Code of Professional Conduct) Determination 2024 we are obliged to advise clients of certain events which may influence your decision to engage us as your tax agent, and whether there are any conditions attached to our registration. As at 1 July 2025, we are not aware of any such matters relevant to our practitioners that requires disclosure.