Information we are required to disclose.

SECTION 1

Section 15 of the Tax Agent Services (Code of Professional Conduct) Determination 2024 obliges us to disclose, on a continuing basis, any of the following matters that have occurred within the previous five years and that could reasonably be expected to influence a current or prospective client's decision to engage us: · Suspension or termination of our registration as a tax agent (or BAS agent) by the Tax Practitioners Board · Any condition currently attached to our registration · Bankruptcy or external administration of the firm or of a partner / director / individual practitioner · A criminal conviction for a serious taxation offence, an offence involving dishonesty or fraud, or an offence punishable by imprisonment of two or more years · A period of imprisonment of six months or more imposed on the firm or a key individual · A civil-penalty order under the Tax Agent Services Act 2009 or related law · A promoter penalty order under Part 5-1 of Schedule 1 to the Taxation Administration Act 1953 · Any disqualification or removal from a recognised professional association (including the Institute of Public Accountants) As at the date at the top of this page: nothing in any of the above categories is applicable to Tax Tracker Pty Ltd or to its sole practitioner Zaki Choudhry. The firm and the practitioner have no current registration conditions, no active or recent TPB investigations, no relevant convictions, and no insolvency events. If any such matter arises in the future we will update this page within the time the Determination requires and notify current clients in writing. We review this disclosure at least every six months and on every event that may trigger it.

SECTION 2

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. For an overview of your rights as a client of a registered tax agent, see the TPB's Information for Clients factsheet at https://www.tpb.gov.au/sites/default/files/2025-03/Information%20for%20clients%20factsheet%202025_0.pdf.

SECTION 3

We operate a designated trust account in accordance with APES 310 (Dealing with Client Monies) — 'Tax Tracker Pty Ltd Trust Account' — for all client money held on your behalf, including refunds nominated to us and prepaid retainers. The trust account is independently audited annually. Where fees are deducted from a trust-held refund, the balance is forwarded to you within 3 business days of cleared funds. Full detail in /legal/engagement.

SECTION 4

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 5

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 6

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 7

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 8

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 9

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 · TAN 26321143 · IPA Member