Tax Agent Disclosures

What You (our Client) Needs to know about Tax Agent Services. 

Disclosures Rede Accountants Pty Ltd (we, us) needs to make 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. In the last 5 years we have not been subject to any of the events described in subsection 45(1)(d) of the Tax Agent Services (Code of Professional Conduct) Determination 2024 (the Determination), or other matters required to be disclosed under other laws.

 

2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents tо 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 us in the first instance. If we are unable to resolve your complaint within 3 business days, please contact Craig Henderson Director. Your complaint will be investigated by a Director/a staff member who is not involved in the x 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.

 

4. In accordance with the Tax Practitioners Board (TPB) and CPA Australia, all members are required to complete Continuing Professional Developments (CPD) hours.

 

We hold professional indemnity insurance of at least the minimum amount prescribed in the CPA Australia Ltd By-Laws or as required by law.

 

For further information please refer to the Tax Practitioners Board ‘factsheet for clients’.