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 will need to contact your Accountant in the
first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact
Kyelie Baxter – Director by email. Your complaint will be investigated by the Director / a staff member who is not
involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of
receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt
to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the
outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link
listed above. 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.