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Disclosure Statement - Information we are required to disclose to you

Information We Are Required To Disclose 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. 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:

          –None Applicable

  1. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
  1. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Samantha McCarthy – Director by email sam@hollmac.com.au. Your complaint will be investigated by Samantha McCarthy or a staff member who is not involved in the 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
  2. Client Rights, Responsibilities and Obligations will also be provided to you via the Engagement Letter.  However if you would like to view this otherwise, please refer to the following link: Information for clients – Taxpayers
  3. Prescribed Events and Matters must be provided to clients.  Our Firm has none to report.  Information about this can be found on the following link: TPB(I) 49/2024 Keeping your clients informed | Tax Practitioners Board