Information for Clients and Prospective Clients — Lockyer Accounting & Tax

Lockyer Accounting & Tax is a registered tax practitioner regulated by the Tax Practitioners Board (TPB) under the Tax Agent Services Act 2009 (TASA).

TPB Register

The TPB maintains a public register of all registered tax and BAS agents. You can verify our registration and view details on the register here:
https://www.tpb.gov.au/register

Complaints

If you have a complaint about any tax agent service we have provided, you may make a complaint to the TPB in writing. More information on the complaints process and how to lodge a complaint can be found here:
https://www.tpb.gov.au/making-complaint

Our Obligations as Your Tax Practitioner

As a registered tax practitioner, we are required to:

Act honestly, ethically, and with integrity in all dealings.
Provide competent and timely tax services, applying reasonable care to ensure compliance with taxation laws.
Manage conflicts of interest appropriately.
Keep your personal and financial information confidential, unless required by law to disclose.
Keep proper records and communicate relevant information clearly.
Comply with all professional standards and legal obligations under the TASA and the Code of Professional Conduct.
Inform you of any events affecting our registration status.

Your Obligations as Our Client

To enable us to provide you with effective services, you are required to:

Provide complete, accurate, and timely information relevant to your tax matters.
Keep proper records as required by tax laws.
Cooperate with our reasonable requests and meet agreed deadlines.
Inform us promptly of any changes that may affect the services we provide.

Prescribed Events Affecting Our Registration

We confirm that within the last five years, the following events have not occurred to affect our registration:

Suspension or termination of registration by the TPB
Bankruptcy or external administration
Conviction of serious taxation offences or offences involving fraud or dishonesty
Imprisonment for six months or more
Penalties or injunctions related to tax exploitation schemes