Information we are required to Disclose to our Clients
As Tax Agents, our services are performed for you in accordance with the law, including the Tax Agent Services Act 2009 (TASA).
The following information is provided in compliance with the disclosure requirements of s45 of the Tax Agent Services Act 2009:
Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
Matters That Could Influence Your Decision:
- We have not committed any prior material breaches of the TASA or related instruments.
- We are not currently under investigation by the Tax Practitioners Board (TPB) for any material breaches.
- No sanctions have been imposed on us by the TPB, and there are no conditions on our registration.
- We have not been disqualified from providing tax agent services.
- We do not employ or engage any individuals who have been disqualified from providing tax agent services.
TPB Public Register:
Complaint Resolution Process
Porters CA takes complaints about our Tax agent services seriously and is committed to resolving them efficiently and fairly and have implemented the following process should you have a complaint:
- If you have a complaint about our Tax Agent services, please contact either of our partners, Simon Terry or Jodi Bradley with the details of your complaint or email reception@portersca.com.
- Where possible your complaint will be investigated by a party who is not involved in the dispute.
- We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances.
- The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process.
- If you are unhappy with the outcome that we propose to you, you can then take the complaint to the Tax Practitioners Board (TPB) at: tpb.gov.au/complaints
Complaints the TPB can assist you with include:
- Breaches of the Professional Code of Conduct
- Any false or misleading statements made to the Commissioner of Taxation
- Advertising or providing tax agent, BAS agent or tax (financial) advice services for a fee when not registered
- Any other conduct that may breach the TASA.
- The TPB will email you a receipt acknowledging your complaint and will proceed to review, risk assess the complaint and respond.
- If you are unhappy with how the TPB has managed your complaint, visit tpb.gov.au/complaints for details about your review rights and who can assist you further.
Our registered Tax Agent details can be found below:
Porters CA – Tax Agent Registration: 25540103
