TASA Disclosure Statement
As registered Tax Agents (#2544-0793) we are governed by the Code of Professional Conduct in the Tax Agent Services Act 2009 (TASA). Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
1. Matters that could influence your decision:
2. TPB Public Register
3. Complaints Process
1. Matters that could influence your decision:
- We have not committed any prior material breaches of the TASA or related instruments;
- We are not under investigation by the Tax Practioners Board (TPB) for any material breaches;
- No sanctions have been imposed on us by the TPB, and there are no conditions on our registration;
- We have not been disqualified from providing tax agent services;
- We do not employ or engage any individuals who have been disqualified from providing tax agent services;
2. TPB Public Register
- The TPB maintains a public register of tax agents and BAS agents. You can access and search this register here https://www.tpb.gov.au/public-register
3. Complaints Process
- If you have a complaint about our services, please contact us directly here We will acknowledge your complaint within 3 business days and aim to resolve it within 10 business days;
- If we are unable to resolve your complaint, you may contact the TPB to lodge a formal complaint. Information on how to do this is available at https://www.tpb.gov.au/complaints
Statements Made to the ATO
In my role of providing services to you, the law states:
I must not make a statement, prepare a statement, or permit an entity to make or prepare a statement to the Commissioner that:
If, after making a statement, based on subsequent information, it is apparent that the statement is false of 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:
Then we must advise you:
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 interest 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.
In my role of providing services to you, the law states:
I 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 of 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 statement;
- My 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 interest 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.