Complete Financial Strategies Pty Ltd is committed to maintaining high standards of professional conduct, compliance and client care. This page outlines our responsibilities and the responsibilities of our clients when engaging our services.

Our Responsibilities

• Act with integrity, objectivity and confidentiality

• Comply with taxation and accounting legislation

• Exercise due care and professional judgement

• Provide advice based on the information supplied

• Maintain secure handling of client information

Client Responsibilities

• Provide accurate and complete information

• Maintain appropriate records

• Respond to information requests in a timely manner

• Understand that lodgement obligations remain the responsibility of the taxpayer

Fees & Engagement

Our fees are based on the scope and complexity of work performed. Engagement details are outlined in individual engagement documentation.
Invoices are payable in accordance with agreed terms.

Privacy

We are committed to safeguarding personal and financial information in accordance with Australian privacy legislation.

Acknowledgement

Engaging our services indicates your acceptance of these professional standards and responsibilities.