Code of Conduct

As a registered tax agent, our services are regulated by the Tax Practitioners Board (TPB). We are committed to acting professionally, ethically, and lawfully in all our dealings with you, the Australian Taxation Office (ATO), and the TPB.

This section outlines important information that helps you understand your rights and our responsibilities, including how you can verify our credentials, raise concerns, and know what to expect from us.

✅ 1. VERIFYING OUR REGISTRATION – TPB PUBLIC REGISTER

You can confirm our registration as a tax agent via the TPB’s Public Register. This publicly accessible register allows you to:

·       Verify that we are currently registered to provide tax agent services

·       See whether our registration is subject to any conditions

·       Check for any disciplinary sanctions or serious past conduct issues

This gives you confidence that you're working with a compliant, professionally accountable tax agent.

🔗 Access the register here: https://www.tpb.gov.au/public-register

✅ 2. YOUR RIGHT TO PROVIDE FEEDBACK OR LODGE A COMPLAINT

If you have concerns about the quality or conduct of the services, we provide—or those of any other tax practitioner (including unregistered ones)—you have the right to:

·       Provide constructive feedback to improve services

·       Lodge a formal complaint with the TPB if you believe a tax practitioner has breached professional standards or engaged in misconduct

All complaints are assessed seriously by the TPB and help maintain high professional standards across the tax profession.

🔗 Lodge a complaint: https://myprofile.tpb.gov.au/complaints/
 🔗 Learn more: https://www.tpb.gov.au/complaints

✅ 3. OUR OBLIGATIONS TO YOU

As your tax agent, we are required under the Code of Professional Conduct to:

·       Act honestly and with integrity at all times

·       Comply with the tax laws and other legal obligations

·       Act in your best interests unless it would contravene the law

·       Manage conflicts of interest appropriately

·       Take reasonable care to understand your situation and apply the law correctly

·       Maintain the confidentiality of your personal and financial information (unless legally required to disclose)

·   Provide accurate, timely, and lawful advice and services

·       Not knowingly obstruct the administration of tax laws

·       Keep proper records and inform you of your rights and responsibilities

·       Address any false or misleading statements and help correct them, including those that may have originated from you

In short, our goal is to act as a competent and trustworthy advisor who supports your compliance while protecting your interests.

✅ 4. YOUR OBLIGATIONS AS A CLIENT

To help us deliver high-quality, compliant, and timely services, you as a client have responsibilities, including:

·       Providing complete and truthful information related to your tax affairs

·       Keeping all required records, such as receipts, invoices, and relevant financial documentation

·   Responding to our queries and information requests promptly

·       Meeting agreed-upon timelines and due dates to avoid penalties and delays

·   Complying with all applicable tax laws and obligations

If these obligations are not met, you may be exposed to ATO penalties, interest charges, audits, or even prosecution in cases of serious non-compliance.

✅ 5. OUR DISCLOSURE: NO REPORTABLE EVENTS

We confirm that we have not been subject to any “prescribed events” in the last 5 years that would require disclosure to you under TPB regulations.

This means that:

·       We have not been suspended or terminated as a tax practitioner

·       We have not been declared bankrupt or placed into external administration

·       We have not been convicted of any tax-related offence, fraud, or dishonesty

·       We are not serving or sentenced to imprisonment in Australia

This assurance reflects our continued compliance with TPB standards and obligations.

✅ 6. NO CONDITIONS ON OUR REGISTRATION

Our registration with the TPB is fully unrestricted. There are:

·       No conditions limiting the scope of the services we can offer

·       No disciplinary orders affecting our eligibility to practise

We are fully authorised to provide a complete range of tax agent services as permitted under Australian law.

🧾 Additional Notes

You can also expect the following when working with us:

·       We may ask you questions to fully understand your circumstances

·       We may request supporting documents or evidence for any tax claims

·       We will never encourage or support illegal behaviour to reduce your tax

·       We will help you understand your entitlements, obligations, and available options

We are here to support your tax compliance and financial well-being through accurate, ethical, and timely service delivery.

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