Information we are required to Disclose to You

 As a Tax Agent, our work for you is 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:

•              None Applicable

2.            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

3.            If you have a complaint about our Tax Agent services, you should first contact your Accountant by email with all relevant details. If they cannot resolve your complaint within 3 business days, please contact Sharon King – Owner, by email. Your complaint will be investigated by someone who is not involved in the dispute, where possible. We will send you an email acknowledging receipt of your complaint and summarising our understanding of the circumstances. The email will also advise that we aim to resolve your complaint within 14 days and will outline the dispute resolution process. If you are not satisfied with the proposed outcome, you can then lodge a complaint with the Tax Practitioners Board (TPB) using the link provided above. The TPB will acknowledge receipt of your complaint via email and will review and assess the risk associated with your complaint. If you are unhappy with how the TPB handles your complaint, the provided link contains details about your review rights and further assistance options.