Client Information & Disclosures.
Welcome
Welcome to Complete Financial Strategies Pty Ltd (CFS). This page forms part of our client engagement process and contains important information about our professional services, your responsibilities as a client, and our obligations as a registered Tax Agent under the Tax Agent Services Act 2009 (Cth). Our Practice Ignition Terms of Engagement refer to this page.
About Complete Financial Strategies
Complete Financial Strategies Pty Ltd is a registered Tax Agent providing taxation, accounting and business advisory services including tax returns, financial statements, BAS, GST advice, payroll, bookkeeping, SMSF compliance, ASIC corporate compliance administration, tax planning and business advisory services. Where legal or financial product advice is required we will refer you to an appropriately qualified professional.
Tax Agent Registration
Tax Agent Registration Number: 26306374. Our registration may be verified on the Tax Practitioners Board Public Register.
Our Professional Obligations
We comply with the Tax Agent Services Act 2009, the Code of Professional Conduct and applicable taxation laws. We act honestly and with integrity, act lawfully in your best interests, provide competent services, maintain confidentiality, manage conflicts appropriately, maintain professional knowledge and keep you informed of matters relevant to the services we provide.
Your Responsibilities
Provide complete, accurate and timely information, advise us of changes affecting your taxation affairs, retain supporting documentation, review documents before approval and notify us of any errors or omissions. We rely on the information you provide unless specifically engaged to verify it.
Scope of Services
We provide only those services specifically agreed with you. Additional services may require a separate engagement and may incur additional fees.
Reliance on Information
Our advice is based on the information supplied by you. Unless specifically engaged, we do not audit or independently verify information supplied by clients or third parties.
Safe Harbour Protection
Administrative penalty protection may apply where you engage a registered Tax Agent and provide complete, accurate and timely information.
False or Misleading Information
We cannot knowingly lodge false or misleading information. If incorrect information is identified, we will request it be corrected before lodgement.
Record Keeping
Clients are responsible for retaining taxation records for the period required by law, generally at least five years.
Privacy & Confidentiality
We protect your privacy and maintain confidentiality except where disclosure is authorised by you, required by law or reasonably necessary to provide our services. Please also refer to our Privacy Policy.
Outsourced Service Providers
We may engage carefully selected outsourced service providers and secure cloud-based software platforms. Some services may involve Australian-based providers who utilise suitably qualified overseas personnel. Where reasonably necessary, your information may be disclosed to these providers. CFS remains responsible for the professional services provided. Further details are contained within our Terms of Engagement.
Identity Verification
We may request identity documents before providing services or acting on your behalf.
Professional Indemnity Insurance
CFS maintains Professional Indemnity Insurance meeting the minimum requirements prescribed by the Tax Practitioners Board.
Complaints
Please contact Sarah Murphy at sarah@complete-financial.com.au you have concerns regarding our services. We will take the necessary step to resolve any complaints in a timely manner and will work with you through any concerns you may have.
If we cannot resolve your concerns, you can lodge a complaint with the Tax Practitioners Board.
Client-to-Agent Linking
Where required, new business clients must complete the ATO Client-to-Agent Linking process before we can act.
Cyber Security
We will never advise a change to our bank account details solely by email. Always verify payment detail changes by telephone.
Prescribed Information
Our registration is current, is not subject to conditions and there are no prescribed events we are required to disclose.
Changes
This page may be updated from time to time. The latest version will always be available on our website.
Contact Us
Complete Financial Strategies Pty Ltd
Email: admin@complete-financial.com.au
Website: www.complete-financial.com.au