Compliance

Tax Practitioners Board - Code & Disclosures

NJM&Co Financial Solutions Pty Ltd is a registered BAS agent (Registration No. 90529000), regulated by the Tax Practitioners Board (TPB) and bound by the Code of Professional Conduct under the Tax Agent Services Act 2009.

Our registration

You can verify our registration at any time on the TPB Public Register using our registration number 90529000 or our business name.

The Code of Professional Conduct

As a registered BAS agent we are required, among other obligations, to:

  • act honestly and with integrity;
  • comply with the taxation laws in the conduct of our own affairs;
  • act lawfully in your best interests and manage conflicts of interest;
  • maintain the confidentiality of your information unless we have a legal duty to disclose it;
  • provide services competently and maintain the knowledge and skills relevant to the services we provide;
  • not knowingly obstruct the proper administration of the taxation laws;
  • advise you of your rights and obligations under the taxation laws that are materially related to the services we provide; and
  • maintain professional indemnity insurance that meets TPB requirements.

Information we must disclose to you

The TPB requires registered agents to make certain information available to current and prospective clients, including:

  • The TPB maintains a public register of tax and BAS agents at tpb.gov.au/public-register.
  • If you have a complaint about our services, please contact us first at nicolette@njmandco.com.au so we can try to resolve it. You may also lodge a complaint with the TPB at tpb.gov.au/complaints.
  • We are required to notify you if certain prescribed events have occurred (such as relevant suspensions or convictions). No such events apply to NJM&Co.

Your obligations

The taxation laws also place obligations on you as a taxpayer - including providing us with complete and accurate information, keeping the records required by law, and lodging and paying on time. We will always tell you what we need and when.

This page is provided to meet our disclosure obligations and is general information, not legal advice. Registration details: NJM&Co Financial Solutions Pty Ltd, Registered BAS Agent 90529000, ABN 20 105 191 240, ACN 105 191 240.