Compliance

Keeping Our Clients Informed

As a registered tax practitioner, we are committed to keeping you fully informed about your rights, our obligations, and how you can raise concerns if needed.

Check Our Registration

We are registered with the Tax Practitioners Board (TPB).
The TPB maintains a Public Register of all registered tax agents and BAS agents. You can search for us on the register here:

https://www.tpb.gov.au/public-register

How to Make a Complaint

If you have a concern about the tax agent services we provide:

1. Contact us first – we value the opportunity to resolve matters directly and promptly. You can email us at [email protected].
2. If your concern remains unresolved, you can make a complaint to the TPB using their online form:
   TPB Complaint Form
   More information on the TPB’s complaint process is available here:
   TPB Complaints Process

Your Rights and Our Obligations

We will:

• Act honestly, lawfully, and in your best interests.
• Provide services competently, on time, and with reasonable care.
• Keep your information confidential unless the law requires disclosure.
• Manage any conflicts of interest.

You should:

• Provide complete, accurate, and timely information.
• Keep necessary records and share them when required.
• Respond to our requests and meet agreed timeframes.

Prescribed Events and Conditions

If, within the last five years, any prescribed events occur (such as suspension of registration, bankruptcy, serious offences, or other TPB sanctions) or if our registration becomes subject to conditions, we will notify you as required by law.

Transparency and Trust

Our goal is to provide you with all the information you need to make an informed decision about engaging our services and to maintain your confidence in our professional conduct.