Tax Agent Service Disclosures
As your appointed Registered Tax Agent, we are obligated to act in accordance with the Tax Agent Services Act 2009. The Tax Agent Services (Code of Professional Conduct) Determination 2024 requires us to provide you with the following information.
- Relevant Matters Influencing Engagement
With respect to any matters that may significantly impact your decision to engage (or continue engaging) us for Tax Agent Services, there are no adverse matters affecting the firm or its partners which we are required to disclose, and there are no conditions imposed on us which would restrict the tax agent services we are permitted to provide. - Access to the Register of Agents
The Tax Practitioners Board (TPB) maintains a public register of all registered Tax Agents and BAS Agents. You can view and search this register here. - Complaints Process
If you wish to raise a complaint regarding our Tax Agent services:- First, please contact your Accountant via email with the details of your complaint.
- If your complaint is not resolved within three (3) business days, please escalate it by contacting Craig Leighton, Managing Partner, via email (complaints@ruddicks.com.au).
- Your complaint will be investigated by Craig Leighton or an independent staff member not involved in the matter where possible.
- We will acknowledge your complaint via email, outlining our understanding of the issue and confirming we aim to resolve it within 14 days. The email will also explain our dispute resolution process.
- If you are dissatisfied with our proposed resolution, you may escalate your complaint to the Tax Practitioners Board using this link. The TPB will acknowledge receipt, assess the complaint, and take appropriate action.
- Should you remain unsatisfied with the TPB’s handling of your complaint, the same link provides details of your review rights and available support options.
For more information, please read this Fact Sheet from the Tax Practitioners Board.