Tax Agent Services Act 2009 (TASA)

In accordance with the Tax Agent Services (Code of Professional Conduct) Determination 2024 we are required to advise you of the following:

  • The Tax Practitioners Board (TPB) maintains a public register of tax agents. You can access this register and search by practitioner name, location or registration number. The register contains details of currently registered tax agents and BAS agents. The register also provides information about cases where the TPB has imposed sanctions on a tax practitioner.
  • Should you have a complaint about a service we have provided that cannot be resolved directly with our company, you can make a complaint with the TPB. For more information visit: https://www.tpb.gov.au/complaints

The TPB sets out our rights, responsibilities and obligations under TASA to you and what obligations you have to us. You can access a pdf copy of the TPB’s Information for Clients which also sets out this information.

We are also required to notify you of any prescribed matters set out in s45(1)(d) of the Determination which have occurred within the previous five years (but commencing from 1 July 2022).

If we are required to make any notification about any matter, we will do so in writing by disclosing it on our website and also by email within 30 days of becoming aware of the matter, or upon engagement or re-engagement of us to provide our services to you. You may also request that we provide you with such details at any time.

Prescribed matters to be disclosed: None