Keeping you Informed

The work that we perform for you is undertaken in accordance with the Tax Agent Services Act 2009. The Tax Agent Services (Code of Professional Conduct) Determination 2024 now requires us to make the following disclosures: 

Relevant Matters

There have been no matters that could significantly influence your decision to engage us for Tax Agent Services since 1 July 2022.

Tax and BAS agent register

To provide Tax and BAS services, an agent must be registered. The Tax Practitioners Board maintains a register of tax and BAS Agents that can be accessed and searched here: https://www.tpb.gov.au/public-register

Complaint Process

If you have a complaint about our service, you can take the following steps to resolve this situation:

1. Please contact the individual working with you first with all details of your complaint by email
   
2. If they cannot resolve your complaint within 5 business days, please escalate this matter by email to Gavin Johns
   
3. Your complaint will be acknowledged by email. We will attempt to resolve your complaint within 10 business days.
   
4. If you are unhappy with our proposed outcome, you can then make a complaint to the Tax Practitioners Board. This process can be found here: https://www.tpb.gov.au/complaints