Tax Agents Services Act 2009

Disclosure Statement

Company Registered Agent # 26193162

As a Tax Agent, our work for you is performed in accordance with the Tax Agents Services Act 2009. Under the Act, the Tax Agent Services ( Code of Professional Conduct) Determination 2024 requires that we make the below disclosures to you.

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.

We advise as follows:
I / We advise that to the best of our knowledge and based on all information known to us, we

• Have not committed a prior material breach of the Act or instruments made under the Act;
• Are not being investigated by the Board on any matter of a material breach;
• Are not subject to any sanctions imposed by the Board
• Do not have any conditions applying to our registration;
• Have not been disqualified from providing services;
• Do not have as employees nor engage with others who have been disqualified from providing services;
• Have appropriate processes and systems of supervision and quality control of all work performed on our behalf;
• Have not had any charge or conviction relating to an offence relating to fraud or dishonesty;
• Have not had any imposition of a promoter penalty under the tax law;
• Have not had any charge or conviction relating to a tax offence;

We are not aware of any matter that we have not otherwise discussed or presented to our clients and/or prospective clients that would significantly influence any decision to engage or continue to engage our services. If there are any concerns or matters that you feel need to be addressed, please feel free to contact us

Policy Statement - Code of Conduct

In our business we:

• Uphold and adhere to being a “Professional Bookkeeper”
• Maintain Member in Practice status with the Institute of Certified Bookkeepers
• Uphold and adhere to the requirements of the ICB Professional Code of Conduct
• Uphold and adhere to the requirements of the TASA2009 Code of Conduct for Registered BAS Agents (the Code)
• Uphold and promote the ethical standards of the tax profession,
• Comply with our personal and business tax and compliance obligations

To achieve this, in our business we:

• Have a Quality Management System.
• Undertake at least 30 hours per year of Continuing Professional Education.
• Provide training and resources to ensure we understand and apply the current business and compliance obligations for our clients.
• Provide training and resources to ensure we understand and apply the Code.
• Actively endorse, promote and require adherence to the Code.
• Have a culture of transparency, accountability, ethical conduct and compliance with the Code and the tax laws.

Our quality management system includes processes for:

• Our approach to providing services.
• Our approach to communication with Clients.
• Review of work performed.
• Supervision and control.
• Record keeping in relation to services provided.
• Recognition and required actions in relation to amending or correcting previous work, including any false or misleading statements to the ATO or other Government agency.

If there was ever an issue in relation to the performance of any of our team in relation to their performance including in relation to breaches of the Code:

• We have systems to enable team members to report concerns.
• Our policy is to protect team members who raise any such concerns.
• We have processes to manage and address any underperformance.
• Appropriate records of actual or potential breaches of the Code are maintained

Our team members:

• Are supervised and reviewed as necessary to ensure quality of the provision of services.
• Are trained and enabled to be up-to-date with the necessary skills and knowledge.
• We ensure that any team member, person or entity providing services to you on our behalf has not been disqualified by the Tax Practitioners Board.
• We have conducted police checks as required as an element of ensuring the team meet the requirements of being a fit and proper person.
• Are remunerated in accordance with consideration of their skill, experience and adherence to the Code

We specifically note that in accordance with the requirements of the Code, we uphold the principles of Honesty and Integrity, Independence, Confidentiality and Competence.
We take reasonable care in ascertaining a client’s state of affairs and in ensuring that taxation laws are applied correctly to your circumstances in relation to the statements we are making on your behalf or the advice we are providing to you.
We will advise you of your rights and obligations under relevant taxation laws.
We also advise that we will advise you of any matter that could significantly influence your decision regarding our engagement to provide services.
We require our clients to comply with their obligations and adhere to the relevant taxation laws.

About the Tax Practitioners Board

The Board maintains a public register of Tax Agents and BAS Agents. The register contains registration details of registered, suspended and deregistered tax and BAS agents.
The register can be accessed by visiting www.tpb.gov.au/public-register
Guidance on how to use the Register is available at www.tpb.gov.au/help-using-tpb-register
Our registration details can be viewed on the register by visiting https://myprofile.tpb.gov.au/public-register/practitioner/?ran=26193162

Complaints Procedure

We note that we hope that any concerns you may have with our service are able to be discussed with us first to ensure we are able to respond to any misunderstanding or any performance issues.
Our complaints form can be found here
Complaints about the services you receive can also be made directly to the Board. The Board’s complaints process is explained, and the online form available at www.tpb.gov.au/complaints
As a Member in Practice with ICB, complaints relating to the registered member can also be made to ICB by downloading this complaints form and submitting it via email at admin@icb.org.au

This information is required to be provided by TASA2009 Sn 45(2) and is required when an entity is considering to engage or re-engage a registered tax agent or BAS Agent or upon request. This information is true and correct at the time of making this statement. Any change to this information must be updated within 30 days of us becoming aware of any change matter.

Accreditations

Aegis is recognised across the accounting and bookkeeping industry for quality, accuracy and client care. We take our profession seriously so you get advice that is current, accurate and strategic.

Awards

We are winners and finalists in national bookkeeping and accounting awards and active contributors to industry groups and professional communities.

About us

2025 Redlands Coast Business Excellence Award Financial & Professional Services — Winner

2025 Redlands Coast Business Excellence Award Women in Business — Winner

Click here to see more of the many awards we are so grateful to have received...