Tax Disclosure

Tax Agent Services Code of Professional Conduct Disclosure

Disclosure

Tax Agent Services (Code of Professional Conduct) Determination 2024 –  Information we are required to Disclose to You

As a Tax Agent (Tax Agent Number 486015), our services are performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

  1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
    1. Not Applicable – Our company has never had a material breach that warrants disclosure. In the unlikely event that this does occur we will disclose the breach on our website.
  1. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
  2. If you have a complaint about our Tax Agent services, please contact us by email where all directors of the company will review the dispute. If we are unable to resolve your complaint within 10 business days, or you are unhappy with the outcome that we propose, you can then make a complaint to the Tax Practitioners Board (TPB).  The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

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