Information For Clients

Your Tax + Compliance Obligations — What You Need to Know

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 [PDF]

At-a-Glance Summary

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

Need Help?

If you’ve got any questions about your obligations or how we support you as your tax practitioner, get in touch with our team. We’re here to make the complex simple.

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