Tax Agent Disclosure

Information required to be disclosed to you

As a Tax Agent my work for you is performed in accordance with the Tax Agents Services Act 2009. Under this Act, the Tax Agents Services (Code of Professional Conduct) Determination 2024 requires that I make the following disclosures to you:

1. I am not aware of any matters that could significantly influence your decision to engage me (or continue to engage me) for a Tax Agent Service from 1 July 2022 onwards. However, I am happy to discuss any matters with you should you have any queries.

2. The Tax Practitioner's Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register

3. If you have a complaint about my Tax Agent services, you will need to contact me in the first instance. If I am unable to resolve your complaint within 14 business days, then you can make a complaint to the Tax Practitioner Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how TBP has dealt with your complaint, the above link includes details about your review rights and who can further assist you.