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IMPORTANT INFORMATION

As a registered Tax Agent, our services are provided in accordance with the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct) Determination 2024. In compliance with this Code, we are required to provide the following disclosures:

 

1. Key Information That May Influence Your Engagement Decision

From 1 July 2022 onwards, the following points may be relevant to your decision to engage (or continue to engage) us for tax agent services:

  • In-house Practice: Balance Accounting and Tax Agents is a small Australian firm. We do not outsource any of our services, all work is performed locally by qualified Australian accountants and bookkeepers.

  • Commitment to Professional Standards: Our team actively undertakes Continuing Professional Education to maintain and expand our technical knowledge. If we encounter a matter outside our expertise, we will inform you accordingly and conduct thorough research to provide well-founded advice.

  • Code Compliance: We strictly adhere to the Code of Professional Conduct. For more details, you may refer to the official guidance here: https://www.tpb.gov.au/code-professional-conduct

2. Access to the Tax Practitioners Board (TPB) Register and Resources

3. Complaints and Dispute Resolution Procedure

If you have concerns or complaints regarding our services:

  • Please first contact your assigned accountant by email, providing full details of the issue.

  • If the matter is not resolved within three (3) business days, you may escalate it to one of the Directors, Melissa or Sabrina, by email.

  • A Director not directly involved in the matter will investigate your complaint. You will receive written acknowledgment outlining our understanding of the issue, along with a clear explanation of the next steps.

  • Our goal is to resolve all complaints within 14 calendar days. If you are not satisfied with our resolution, you may lodge a formal complaint with the TPB at the following link https://www.tpb.gov.au/complaints#:~:text=Complaints%20must%20be%20made%20in,without%20sufficient%20information%20and%20evidence.

  •  Upon receiving your complaint, the TPB will acknowledge it, review and assess the issue based on their internal procedures. If you are not satisfied with the TPB’s handling of your complaint, the above link also outlines your rights to request further review.

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