Tax Agent Services (Code of Professional Conduct) Determination 2024
In July 2024, a new code of conduct was enacted, and as your Tax Agent, we are required to disclose the following:
Significant Matters Since July 1, 2022: There are no matters to disclose that could significantly influence your decision to engage or re-engage us as your Tax Agent.
TPB Register: The Tax Practitioner's Board (TPB) maintains a register of Tax Agents and BAS Agents, which you can access and search here https://www.tpb.gov.au/public-register
Complaints Process: If you have a complaint about our services, please contact our office with the details. We will attempt to resolve your complaint within 14 days and outline the dispute resolution process. If you are dissatisfied with our response, you may file a complaint directly with the TPB using the link above. The TPB will assess your complaint, and the link also provides information on the process if you are unhappy with the TPB's response.
Information for clients - from Tax Practitioners Board https://www.lmp.com.au/s/Information-for-clients-factsheet-2025_0.pdf
Additionally, we reaffirm our commitment to the Code of Professional Conduct, which requires us to:
Ethical Standards: Uphold and promote the ethical standards of the tax profession by acting honestly and with integrity at all times.
Accuracy: Avoid making false or misleading statements to the TPB or any Government Agency.
Conflict Management: Actively manage any conflicts of interest in our dealings with Government Agencies or clients.
Record Keeping: Maintain proper records to accurately document the Tax Agent services we provide.
Competence: Provide Tax Agent services competently.
Quality Management: Implement detailed and robust Quality Management systems.
Client Communication: Keep all current and prospective clients informed of any matters that may influence your decision to engage us as your Tax Agent.