BAS Agent Disclosure

I/We are a registered BAS Agent and are required in order to provide BAS Services (including advice, interpretation, interactions with the ATO, and lodgement of forms in respect to GST, BAS, Payroll & Superannuation Guarantee). Any practitioner providing these services must be a registered BAS Agent or Tax Agent.

I/We are subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 and additional determinations. The Tax Practitioners Board (the board) are the regulator of Registered Agents. I/We are also required to adhere to the requirements of the ATO in our interactions with their Online Services and use of other relevant software.

I/We advise as follows:

I / We advise that to the best of our knowledge and based on all information known to us, we

• Have not had our registration suspended or terminated by the Board.
• Are not and have not been an undischarged bankrupt or been put into external administration.
• Have not been convicted of a serious taxation offence or an offence involving fraud or dishonesty.
• Have not been sentenced to a term of imprisonment in Australia for 6 months or more.
• Have not been otherwise penalised, subject to an injunction, or been subject to an order requiring disclosure.
• Are not subject to any conditions upon our registration.
• Do not engage with other TASA disqualified persons.

I/We are not aware of any matter that we have not otherwise discussed or presented to you that would significantly influence your decision to engage or continue to engage our services. If there is anything you would like to discuss, please contact us.

Our Team Members:

• Are supervised and reviewed as necessary to ensure quality of provision of services.
• Are trained and enabled to be up to date with necessary skills and knowledge.
• We ensure that any team member, person or entity providing services to you on our behalf has not been disqualified by the Tax Practitioners Board.
• We have conducted police checks as required as an element of ensuring the team meet the requirements of being a fit and proper person.
• Are remunerated in accordance with consideration of their skill, experience and adherence to the Code.

We specifically note that in accordance with the requirements of the Code we uphold the principles of Honesty & Integrity, Independence, Confidentiality and Competence. We take reasonable care in ascertaining a client’s state of affairs and in ensuring that taxation laws are applied correctly to your circumstances in relation to the statements we are making on your behalf or the advice we are providing to you. We will advise you of your rights and obligations under relevant taxation laws.

We also advise you of any matter that could significantly influence your decision in relation to our engagement for provision of services.

Please also refer to our Disclosure statement and Engagement Letter.

Register of Tax Agents and BAS Agents

The Board maintains a public register of Tax Agents and BAS Agents. The register contains registration details of registered, suspended and deregistered Tax and BAS Agents. The register is available at https://www.tpb.gov.au/public-register. Guidance on how to use the register is available at https://www.tpb.gov.au/help-using-tpb-register.

Complaints

We note that we hope that any concerns you may have with our service are able to be discussed with us first to ensure we are able to respond to any misunderstanding or any performance issues. Complaints about the services you receive can be made directly to the Board.

The Board’s complaints process is explained, and the online form is available at https://www.tpb.gov.au/complaints. This information is required to be provided by TASA 2009 Sn 45(2) and is required when an entity is considering engaging or re-engaging a registered Tax Agent or BAS Agent or upon request. This information is true and correct at the time of making this statement. Any change to this information must be updated within 30 days of us becoming aware of any change matter.