As a registered tax agent, HTA Advisory Pty Ltd and HTA Advisory (QLD) Pty Ltd will perform Tax Agent Services in accordance with the Tax Agents Services Act 2009 (TASA), which includes giving the client the following information:
Information we are required to Disclose to You
- The Tax Practitioners Board (TPB) maintains a register of Tax Agents and BAS Agents. The register can be accessed and searched by following the link (https://www.tpb.gov.au/public-register).
- HTA Advisory Pty Ltd’s and HTA Advisory (QLD) Pty Ltd’s (Us or HTA) rights, responsibilities and obligations as a Tax Agent, including its responsibilities and obligations to a client, and the Commissioner of Taxation, can be found in the TASA, including in the Code of Professional Conduct. A client’s obligations to Us as Tax Agent include their obligation to keep records, and to provide complete and accurate records to HTA.
- If a client has a complaint about the Tax Agent Services provided by Us, they can contact Tim Hale, CEO. Tim Hale will work the client to help resolve the complaint professionally, respectfully and as quickly as possible. If the complaint cannot be resolved, or the client is not satisfied with how the complaint is being handled by Tim Hale or with the outcome, the client may make a complaint to the TPB. Complaints to the TPB must be made in writing using its online form, which is available at (https://myprofile.tpb.gov.au/complaints/). Further details about the complaints process of the TPB are available at (www.tpb.gov.au/complaints).
