As a registered Tax Agent, our services are governed by the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct) Determination 2024. We are required to make certain disclosures to you:
1: Matters That Could Significantly Influence Your Decision to Engage Us
As at the date of this notice, there are no matters we are required to disclose under the prescribed events provision (such as suspension, bankruptcy, or criminal convictions since 1 July 2022).
2: Tax Practitioners Board (TPB) Public Register
3: Complaints Process
We will acknowledge receipt of your complaint, investigate the issue, and respond in writing.
If you are not satisfied with our response, you may lodge a complaint directly with the TPB via their complaints portal:
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https://www.tpb.gov.au/complaints4: Further Information
We encourage clients to read the TPB’s official factsheet, which outlines both your obligations and ours.
You can view it here:
TPB Information for Clients – 2025 Factsheet.