As Registered Tax Agents, Traverse Accountants is committed to upholding our professional and regulatory obligations, including with the Tax Agent Services Act 2009 (TASA) which includes the Code of Professional Conduct as regulated by the Tax Practitioners Board (TPB) who administers the Tax Agent Services (Code of Professional Conduct) Determination 2024 (TASCPC).

1. Traverse Accountants Tax Agent Status

Traverse Accountants Pty Ltd is a Registered Tax Agent with the TPB, and registered tax agents employed by Traverse Accountants Pty Ltd, can be searched by accessing the TPB Public Register.

2. Obligations as a Registered Tax Agent Providing Tax Agent Services

In compliance with s45 of the TASCPC, Traverse Accountants advises current and prospective tax clients of various prescribed matters as set out below:

 TPB Public Register

The TPB Public Register maintained by the Tax Practitioners Board includes details of all Registered Tax and BAS Agents in Australia. This includes details of any past breaches of the TASCPC and specific sanctions imposed on tax agents.

Making a Complaint

Any complaint about services provided by our firm should be addressed to the Managing Director who can be contacted directly or using the contact forms on our website. The formal complaints process administered by the TPB where a complaint pertains to the provision of tax agent services under the TASCPC can be found here.

Rights, Responsibilities and Obligations

As Tax Agents, we must comply with the TASCPC along with other legislative and professional standard obligations to our clients as well as the Australian Taxation Office (ATO) and TPB. Our clients also have obligations to comply with taxation laws, as well as being truthful with information provided, keeping complete records, and if required, providing them on a timely basis, being co-operative with requests and meeting due dates as requested by tax agents. Further information about tax agent and client obligations is available on the TPB website, refer ‘Information for Clients’ fact sheet.

Events affecting Traverse Accountants Tax Agents

Tax practitioners employed by Traverse Accountants Pty Ltd are required to disclose and provide details of any of the events prescribed under s45(1)(d) of the TASCPC have occurred involving the practitioner since 1 July 2022. As at 1 January 2025, we are not aware of any such matters relevant to Traverse Accountants, it’s practitioners or any related entities. If a prescribed event occurs after 1 January 2025, we are required to disclose the matter within 30 days of the event.

Tax Agent Registrations Subject to Conditions

Tax practitioners are required to disclose any conditions limiting the breadth of tax services that can be provided through the agency. You can search the TPB register for details of any conditions imposed on an entity’s (including individuals) tax agent registration.