SECTION 1
Matters that could significantly influence your decision to engage us
We are required to tell you about any matter that could significantly influence your decision to engage us as your tax agent — for example, an unsatisfactory outcome of a Tax Practitioners Board investigation, a court conviction relating to dishonesty or fraud, an external administration of the firm, or a sanction by the Institute of Public Accountants.
As at the date at the top of this page: nothing applicable.
If any such matter ever arises, we will update this page within the time the determination requires and notify current clients in writing.
SECTION 2
Our TPB registration
Tax Tracker Pty Ltd is a registered tax agent. Our registration number is 26321143 and our registration is current. You can verify our registration on the TPB public register at any time by searching by name or registration number — visit https://www.tpb.gov.au/public-register.
The registration covers the full scope of tax-agent services for individuals and small-to-medium businesses, including BAS-agent services.
SECTION 3
Professional indemnity insurance
We hold professional indemnity insurance that meets the cover and conditions required by the Tax Practitioners Board for registered tax agents and by the Institute of Public Accountants for IPA members. Cover is current and renewed annually. Insurer and policy details are available on request.
SECTION 4
Code of professional conduct
We are bound by:
· The Tax Agent Services Act 2009 and the regulations made under it
· The TPB Code of Professional Conduct, including the Tax Agent Services (Code of Professional Conduct) Determination 2024
· APES 110 Code of Ethics for Professional Accountants, as members of the Institute of Public Accountants
These codes require us to act with honesty, independence, confidentiality and competence — and to put your interests ahead of any conflicting interest of ours. If a conflict ever arises that we cannot manage to your satisfaction, we will tell you and offer to refer you to another agent.
SECTION 5
Limitation of liability
Our liability is limited by a scheme approved under Professional Standards Legislation through the Institute of Public Accountants. The scheme caps the maximum civil liability for a successful claim against the firm. See /legal/liability-scheme for more detail.
SECTION 6
How to make a complaint about our conduct
If you have a concern about our conduct as a registered tax agent, the fastest path is to contact us directly:
· Email info@taxtracker.com.au with the subject line "Complaint"
· Or call (03) 8732 2126 and ask to discuss a complaint
We will acknowledge your complaint within 5 business days and aim to provide a substantive response within 14 days. If your concern is sensitive and you would prefer not to raise it with us first, you are welcome to escalate directly to the regulator.
For matters about our conduct as a registered tax agent — Tax Practitioners Board, https://www.tpb.gov.au or 1300 362 829.
For matters about our handling of your personal information — Office of the Australian Information Commissioner, https://www.oaic.gov.au or 1300 363 992.
For matters about our IPA membership and APES 110 conduct — Institute of Public Accountants, via its public complaints process.
SECTION 7
Last reviewed
This page is reviewed at least every six months and whenever a disclosable matter changes. The 'last updated' date at the top reflects the most recent review.
SECTION 8
Contact
26 Basildon Crescent, Strathtulloh VIC 3338
Phone: (03) 8732 2126
Email: info@taxtracker.com.au
Tax Tracker Pty Ltd · ABN 30 681 334 289 · Registered Tax Agent · TPB 26321143 · IPA Member
