TASA / TPB Disclosures

Tax Agent Services Act (TASA) Disclosures

Tax Practitioner Registration

Withers Advisory is a registered tax agent regulated by the Tax Practitioners Board (TPB).

Our registration details can be verified through the TPB Public Register:

https://www.tpb.gov.au/public-register [optimiseda…ing.com.au], [tpb.gov.au]

Your Rights

As our client, you have rights under taxation laws, including rights relating to:

  • Privacy and confidentiality
  • Professional and competent service
  • Access to information
  • Fair treatment in dealings with taxation authorities

Registered tax practitioners must comply with the Code of Professional Conduct under the Tax Agent Services Act 2009. [tpb.gov.au], [tpb.gov.au]

Complaints Process

If you have a concern about the services we provide, please contact us first so we can attempt to resolve the matter.

If your concerns cannot be resolved, you may lodge a complaint with the Tax Practitioners Board.

Further information is available at:

https://www.tpb.gov.au/complaints [optimiseda…ing.com.au], [tpb.gov.au]

Mandatory Disclosure Statement

In accordance with the Tax Agent Services (Code of Professional Conduct) Determination 2024:

As at the date of publication, there are no matters that we are aware of which are required to be disclosed and which could significantly influence your decision to engage us as your registered tax practitioner. [taxbanter.com.au], [tpb.gov.au]

Confidentiality

We are committed to maintaining the confidentiality of client information and will not disclose client information to third parties unless authorised by the client or required by law. [tpb.gov.au]

Further Information

Further information regarding the obligations of registered tax practitioners and the TPB can be found at:

https://www.tpb.gov.au [tpb.gov.au], [tpb.gov.au]