Who we answer to, and what that binds us to.

General information only

Information on this website is general in nature. It does not take your objectives, financial situation or needs into account, and it is not tax, legal or financial advice. It is current at the date of publication, and tax law changes often. An article written against one year's rules may no longer be right.

Do not act on anything here without advice about your own circumstances. Speak to a registered tax agent, and we would rather that were a conversation with us than an assumption drawn from a web page.

No guaranteed outcomes

We do not guarantee outcomes. We will not tell you we can win a dispute, secure a refund, or reduce a liability by a given amount before we have looked at the facts. Any figure we quote before then is an estimate on the information available at the time.

Case examples on this site are anonymised and published with the client's written consent. Each describes what happened in one matter, on its own facts. None is a prediction of what will happen in yours.

Financial services and credit

We are not licensed under the Corporations Act 2001 to provide financial product advice, and nothing on this site is a recommendation to acquire or dispose of a financial product. That includes advice about superannuation products, insurance and investments. Where a matter needs licensed advice, we will say so and refer you.

We prepare financial information, forecasts and lender packs, but we do not provide credit assistance, act as a credit representative or recommend credit products. If we introduce you to a licensed lender or broker, we will obtain your consent before sharing your contact details and disclose any benefit we may receive at the time of the referral.

Professional indemnity insurance

The Tax Practitioners Board requires every registered tax agent to hold professional indemnity insurance meeting its minimum requirements, and CA ANZ imposes its own. We maintain cover that satisfies both.

Limitation of liability

Liability limited by a scheme approved under Professional Standards Legislation.

This is a scheme under Professional Standards Legislation which limits the occupational liability of members for claims of the kind the scheme covers. Further information is available from the Professional Standards Councils at psc.gov.au.

Your rights, and how to complain

Engaging a registered tax agent gives you specific protections. The safe harbour provisions in the Taxation Administration Act 1953 can protect you from an administrative penalty for a false or misleading statement, or for failing to lodge on time, where you gave a registered agent all the relevant information and the failure was the agent's rather than yours.

If you are unhappy with our work, raise it with us first. The terms of engagement set out how. If we cannot resolve it, you can complain to the Tax Practitioners Board at tpb.gov.au, or to Chartered Accountants Australia and New Zealand at charteredaccountantsanz.com. A privacy complaint can go to the Office of the Australian Information Commissioner at oaic.gov.au.