Disclosure Statement – Tax Agent Services Act 2009

Precision Taxation Accounting & Management is subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 – (Code of Professional Conduct) Determination 2024, and additional determinations. The Tax Practitioners Board (the board) are the regulator of Registered Agents. We are also required to adhere to the requirements of the ATO in our interactions with their Online Services and use of other relevant software.

I advise that to the best of my knowledge and based on all information known to me, I

(i) Have not committed a prior material breach of the Act or instruments made under the Act;

(ii) Are not being investigated by the Board on any material breach;

(iii) Are not subject to any sanctions imposed by the Board;

(iv) Do not have any conditions applying to our registration;

(v) Have not been disqualified from providing services;

(vi) Do not have as employees nor engage with others who have been disqualified from providing services;

(vii) Have appropriate and required processes and systems of supervision and quality control of all work performed on our behalf;

(viii) Have not had any charge or conviction relating to an offence relating to fraud or dishonesty;

(ix) Have not had any imposition of a promoter penalty under the tax law;

(x) Had any charge or conviction relating to a tax offence.

Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:

  • I act as Treasurer for the Liberal Party of Australia, NSW Division – Newcastle SEC, SEB, FEC, LGC
  • I am a Committee Member of the Lake Macquarie Business Excellence Awards

The Tax Practitioner’s Board maintains a public register of Tax Agents & BAS Agents.

If you have a grievance about our Tax Agent services, you will need to contact Peter McCarthy by email to ensure we are able to respond to any misunderstanding or performance issues. 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 within 14 days of our initial response 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) here: https://www.tpb.gov.au/complaints

We are not aware of any matter that we have not otherwise discussed or presented to you that would significantly influence your decision to engage or continue to engage our services.

This information is true and correct at the time of making this statement.

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