Important Information & Disclosures

Disclaimer

The content of this website is intended for general information purposes only. You should always seek professional advice before acting. No responsibility is taken for any loss as a result of any action taken or refrained from in consequence of its contents.

We do not accept any liability for the content or performance of any third party website accessed through this website, nor endorse or approve the contents of any such site.

We do not give any warranty that this website is free from viruses or anything else which may have a harmful effect on any technology.

Copyright Notice

The material contained in this websites, including text and graphics, and all software compilations, underlying source code and software (including applets) is under copyright. All rights are reserved. None of this material may be reproduced or redistributed without our written permission. You may, however, download or print a single copy for your own non-commercial off-line viewing.

Information we 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:

We advise that to the best of our knowledge and based on all information known to us, we:

Have not had our registration suspended or terminated by the Board.
Are not and have not been an undischarged bankrupt or been put into external administration.
Have not been convicted of a serious taxation offence or an offence involving fraud or dishonesty.
Have not been sentenced to a term of imprisonment in Australia for 6 months or more.
Have not been otherwise penalised, subject to an injunction, or been subject to an order requiring disclosure.
Are not subject to any conditions upon our registration.
Do not engage with other TASA disqualified persons.

We are not aware of any matter that we have not otherwise discussed or presented to you that would significantly influence your decision to engage or continue to engage our services. If there is anything you would like to discuss, please contact us.

The Board maintains a public register of Tax Agents and BAS Agents.

The register contains registration details of registered, suspended and deregistered Tax and BAS Agents.

The register is available at https://www.tpb.gov.au/public-register.

Guidance on how to use the register is available at https://www.tpb.gov.au/help-using-tpb-register.

Complaints

We hope that any concerns you may have with our service are able to be discussed with us first to ensure we are able to respond to any misunderstanding or any performance issues. Complaints about the services you receive can be made directly to the Board. The Board’s complaints process is explained, and the online form is available at https://www.tpb.gov.au/complaints.

Statements made to the ATO

In our role of providing services to you, the law states:

We must not make a statement, prepare a statement, or permit an entity to make or prepare a statement to the commissioner that:

Is false, incorrect or misleading in a material particular.
Omits anything that causes the statement to be misleading.

If, after making a statement, based on subsequent information, it is apparent that the statement is false or misleading in a material particular, then we should discuss any further information that indicates the statement is not, in fact, incorrect.

If we have reasonable grounds to believe that the false or misleading nature of the statement resulted from:

Failure to take reasonable care in connection with the preparation or making of the statement; or
Recklessness as to the operation of a taxation law; or
Intentional disregard of a taxation law.

Then we must advise you:

That the statement should be corrected.
The possible consequences of not taking action to correct the statement.
Our responsibility to take further steps if required.

If the statement is not corrected, we may have to withdraw from providing any future services.

We also note that in the event that the statement is not corrected and the false or misleading statement has caused or will cause “substantial harm” to the interests of others, the law requires us to notify the ATO that a statement that has been made should be corrected.

This information is required to be provided by TASA 2009 Sn 45(2) and is required when an entity is considering engaging or re-engaging a registered Tax Agent or upon request.

This information is true and correct at the time of making this statement.

Any change to this information must be updated within 30 days of us becoming aware of any change matter.