Your Obligations
Your Obligations
As your trusted financial partner, we’re committed to helping you make confident decisions when it comes to your tax and financial obligations. This factsheet outlines your responsibilities as a taxpayer and what you can expect from us as your registered tax practitioner. It also explains the standards we’re required to uphold by the ATO and the Tax Practitioners Board (TPB).
Download: Information for Clients 2025
At a glance
What You’re Responsible For:
Being truthful with the information you provide us
Keeping and supplying records on time
Cooperating with requests and meeting deadlines
Complying with Australian tax laws
What We’re Responsible For:
Acting honestly and with integrity
Keeping your info confidential
Applying tax law accurately
Keeping you informed and empowered
Maintaining professional standards
Why It Matters:
Failure to meet obligations can result in:
ATO penalties or interest
Suspended registrations for tax agents
Audits, fines or even legal action
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We’re here to help
Let our expert team handle your tax obligations while you focus on growing your business.
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Need help organising your obligations?
Our team is always ready to help with your specific questions and provide personalised guidance.
