TPB Obligations.

From 1 July 2025, as a registered tax practitioner, we must keep clients and prospective clients informed under section 45 of the Tax Agent Services (Code of Professional Conduct) Determination 2024. This includes advising you about the Tax Practitioner’s Board “TPB” public register, how to lodge a complaint, our rights and obligations as well as your obligations to us. We are also required to let you know whether any prescribed events or registration conditions apply.

Helping you make informed decisions

You can check our registration details by searching the TPB Public Register via the TPB’s website here.

How to make a complaint

You can lodge a complaint with the TPB about a tax agent service we have provided to you. Further information can be found on the TPB website here.

Your rights and obligations

You can find out more information about your obligations, as well as obligations, via the TPB’s website here. You can also read the TPB’s Information for Clients - Your Rights and Obligations.

Prescribed events in the last five years

We do not have any events to disclose to you that have occurred within the last five years. Tax practitioners are not required to disclose events that occurred before 1 July 2022.

Registration conditions

We do not have any registration conditions attached to our TPB registration.

Effective

1 July 2025.