About Our Registration

DFK Everalls is a registered tax agent with the Tax Practitioners Board (TPB) under the Tax Agent Services Act 2009 (TASA).
TPB Registration Number: 36166000
You can verify our registration on the TPB Public Register.

https://www.tpb.gov.au/tpb-register

Disclosure of Relevant Matters

We confirm that there are no current matters, or matters arising since 1 July 2022, that we are aware of which could significantly influence your decision to engage us (or continue to engage us) for a [Tax / BAS / Both] Agent Service.

Our Professional Obligations

As a registered tax agent, we comply with the TPB Code of Professional Conduct, which requires us to:

• Act honestly and in your best interests
• Provide services competently and with reasonable care
• Maintain confidentiality of your information
• Manage conflicts of interest appropriately
• Maintain adequate professional indemnity insurance

For more details, see the TPB Information for Clients Factsheet.

Your Rights and Obligations

• Your obligations: Provide accurate and timely information, maintain records, and comply with tax laws.
• Our obligations: Apply tax laws correctly, keep you informed, and correct any errors promptly.

Complaints Handling

We are committed to resolving any concerns quickly and fairly.

• Step 1: Contact us directly at [email protected].  All complaints must be in writing.
• Step 2. Where possible your complaint will be investigated by a party who is not involved in the dispute.
• Step 3. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances.
• Step 4.  We will attempt to resolve your complaint within 14 days and will outline the dispute resolution process.
• If unresolved, you may lodge a complaint with the Tax Practitioners Board
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Privacy & Data Protection

We respect your privacy and comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

• We collect only the information necessary to provide our services.
• Your data is stored securely and protected by encryption and access controls.
• You have the right to access and correct your personal information.
• For details, see our Privacy Policy.

Data Breach Response

In the unlikely event of a data breach, we will notify affected individuals and the OAIC in accordance with the Notifiable Data Breaches scheme.

Cross-Border Data Transfers

If we transfer your data overseas, we ensure it is protected to the same standard as required under Australian law.

Disclaimer

The information on this website is general in nature and does not constitute financial or tax advice. Please seek professional advice tailored to your circumstances.