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Our Terms of Trade

With effect from 1 March 2010, a new regime for the regulation of tax agents has taken effect under the Tax Agent Services Act 2009 and accompanying legislation (TASA). The new regime has implications for registered tax agents and also for their clients.

An important feature of TASA is the provision of a “safe harbour” protection from penalties in certain circumstances for taxpayers who engage registered tax agents.

To obtain the benefits of “safe harbour” protection, the legislation requires the taxpayer to provide the registered tax agent with “all relevant taxation information” to enable accurate statements to be provided to the Australian Taxation Office. This requirement may be important to both parties in identifying and understanding the purpose and scope of the engagement as set out below and may also affect other matters discussed below.

You will find further discussion on the “safe harbour” protections in the accompanying document. [attach document entitled Clients’ rights and obligations under the taxation laws].

We are bound by the ethical guidelines of ACCA, and accept instructions to act for you on the basis that we will act in accordance with those ethical guidelines. A copy of these guidelines can be viewed at our offices on request or at


To ensure that we provide you with the best quality service we like to ensure that all our clients know who will be in charge of their affairs.

The principal in charge of your assignment will be [principle_in_charge]. Please feel free to contact us on 08 9300 3433 at any time, particularly if you have any queries on the service that is being provided, or have any queries on other services that may be of interest.

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