Important Disclosure Information

As a registered Tax Agent, our services are provided in accordance with the Tax Agent Services Act 2009. In compliance with the Tax Agent Services (Code of Professional Conduct) Determination 2024, we are required to provide the following disclosures:

Engagement Disclosures

From 1 July 2022 , we are required to disclose any matters that may significantly influence your decision to engage, or continue to engage, us to provide tax agent or BAS services.

At present, we are not aware of any such matters that would impact your engagement with our firm.

Verification of Registration

You can verify our registration as a Tax Agent or BAS Agent by searching the Tax Practitioners Board (TPB) public register:
https://www.tpb.gov.au/public-register

Complaints and Dispute Resolution

If you have a concern or complaint about our tax or BAS services, please follow the steps below:

Step 1 – Initial Contact
Please email your concerns to your primary contact at our firm. We aim to resolve most matters within 3 business days.

Step 2 – Escalation
If your complaint remains unresolved, please contact Rebecca Garnsey by email. We will:

• Acknowledge receipt of your complaint in writing,
• Confirm our understanding of the issue, and
• Provide details of our internal dispute resolution process.

Where appropriate, we may engage an independent third party to assist in reviewing the matter objectively.

Step 3 – Resolution
We aim to provide a resolution within 14 calendar days. If you are not satisfied with the outcome, you may escalate the matter to the Tax Practitioners Board via the link above.

Further Review
If you are dissatisfied with the TPB’s handling of your complaint, the above link also outlines your rights to seek further review and the appropriate authorities to contact.

2026–27 ATO Key Lodgment Due Dates