Our Obligations

1. The tax practitioners Board (the TPB) maintains a public register of tax and BAS agents which can be accessed via their website: https://myprofile.tpb.gov.au/public-register/. A direct link to our registration details on the register can be found at the following link: https://myprofile.tpb.gov.au/public-register/practitioner/?ran=26221090

2. If you wish to make a complaint about a tax agent service (including a BAS service) you have received, a complaint can be made in writing to the Tax Practitioners Board (TPB) via their website: https://myprofile.tpb.gov.au/complaints. Further information about the TPB’s complaints process is available on their website: https://www.tpb.gov.au

3. Our obligations as your Tax Practitioner

  • Always act honestly and with integrity.

  • Uphold and promote the ethical standards of the tax profession.

  • Act lawfully in your best interests.

  • Manage any conflicts of interest.

  • Take reasonable care to ascertain your state of affairs and apply tax laws correctly.

  • Keep your information confidential unless there is a legal duty to disclose.

  • Provide their tax agent or BAS services competently.

  • Not knowingly obstruct the administration of the tax laws.

  • Advise you of your rights and obligations under the tax laws.

  • Account to you for money or other property on trust.

  • To not make false or misleading statements to the TPB or ATO, and in some cases withdraw their engagement with you and notify the TPB or ATO of certain matters.

  • Address any false or misleading statements they are responsible for, or engage with you to explore options to correct other false or misleading statements.

  • Keep proper records of services provided to you.

  • Keep you informed of certain matters so you can make informed decisions about using or continuing to use their services.

4. Your obligations

  • Be truthful with the information you provide your tax practitioner.

  • Keep the required records and provide them to your tax practitioner, if

    required on a timely basis.

  • Be co-operative with your tax practitioner’s requests, and meet their due dates.

  • Comply with the tax laws