Your Rights and Obligations

As a registered tax agent, we are committed to acting in accordance with the Tax Agent Services Act 2009 (TASA) and the Code of Professional Conduct issued by the Tax Practitioners Board (TPB).

As part of this, we take reasonable steps to ensure our clients are aware of:

Their rights and obligations under the tax laws; and

Our responsibilities as your registered tax agent.

Your Rights & Obligations

To support this, we encourage all clients to review the TPB’s official factsheet:

This factsheet provides a clear overview of:

What you can expect from a registered tax practitioner

What is expected of you as a client

w

How to raise concerns or complaints

Where to find additional support

Verify Our Registration

You can also confirm our registration with the TPB at any time via the public register:

From 1 July 2025, changes to the Code may result in updates to how we present certain information in our engagement letters and communications. We will ensure any updates are clear and in line with our ongoing commitment to ethical, transparent service.

We’re here to help. If anything is unclear or you’d like to discuss your situation further, feel free to contact us anytime.