Perth Tax Pro
Last updated: June 30 2026
1. About us
These Terms and Conditions (“Terms”) govern the provision of services by Perth Tax Pro (ABN [ABN], “we”, “us”, “our”) to you, the client (“you”, “your”). Perth Tax Pro is a registered Tax Agent with the Tax Practitioners Board (TPB Registration No. [TPB NUMBER]). By engaging our services you agree to these Terms.
2. Our services
We provide:
- Tax return preparation and lodgement for individuals and businesses
- Accounting and advisory services, including financial statements, business advisory and planning
- Self-Managed Superannuation Fund (SMSF) services
- Related services as agreed in writing
The specific scope of work for your engagement will be set out in a separate engagement letter or proposal. Where there is any inconsistency between these Terms and your engagement letter, the engagement letter prevails.
3. Our professional obligations
As a registered Tax Agent, we are bound by the Tax Agent Services Act 2009 (Cth) and the Code of Professional Conduct administered by the Tax Practitioners Board. We will act lawfully and in your best interests, maintain competence, and manage any conflicts of interest in accordance with that Code.
4. Your responsibilities
To allow us to provide our services, you agree to:
- Provide complete, accurate and timely information, records and documents
- Disclose all relevant facts that may affect your tax or financial affairs
- Review documents we prepare and advise us promptly of any errors or omissions
- Respond to our requests within the timeframes we reasonably specify
- Retain your own records as required by law
You are responsible for the accuracy and completeness of the information you provide. We are entitled to rely on that information without independently verifying it, unless we agree otherwise in writing.
5. Taxpayer responsibilities and the law
You remain responsible for your own taxation obligations. While we prepare and lodge returns and provide advice, the ultimate responsibility for the correctness of your returns and for paying any tax, penalties or interest rests with you. We will use reasonable care and skill, but we do not guarantee any particular outcome, refund or assessment from the Australian Taxation Office (ATO) or any other authority.
6. Fees and payment
Our fees will be set out in your engagement letter or quoted before work commences. Unless agreed otherwise:
- Invoices are payable within [NUMBER] days of the invoice date
- Fees may be charged on a fixed-fee or time basis as agreed
- We may charge for disbursements and third-party costs incurred on your behalf
- We reserve the right to suspend work or withhold documents where invoices remain unpaid
- Overdue accounts may incur [interest / a late fee] and reasonable recovery costs
GST applies to our fees where required by law.
7. Limitation of liability
To the maximum extent permitted by law, our total liability to you arising from or in connection with our services is limited to the amount of fees paid by you for the relevant engagement. We are not liable for any indirect, consequential or special loss. Nothing in these Terms excludes, restricts or modifies any rights you have under the Australian Consumer Law or any liability that cannot lawfully be excluded.
Our liability may be limited by a scheme approved under Professional Standards Legislation. [Include this statement only if you are a member of such a scheme.]
8. Confidentiality
We will keep your information confidential and will not disclose it except where required to provide our services, where you authorise disclosure, or where required or permitted by law. Our handling of personal information is set out in our Privacy Policy.
9. Intellectual property
Any templates, working papers, systems and materials we create remain our property. Deliverables prepared specifically for you become your property once fees are paid in full.
10. Termination
Either party may terminate the engagement by written notice. On termination you must pay for all work performed up to the termination date. We may retain copies of documents as required by law and our professional obligations, and we may exercise a lien over documents where fees remain unpaid, to the extent permitted by law.
11. Limitation of the engagement
Our advice is based on the law, ATO rulings and information available at the time it is given, and on the information you provide. We are not obliged to update our advice for later changes in the law or your circumstances unless you separately engage us to do so.
12. Privacy
We collect, use and disclose personal information in accordance with the Privacy Act 1988 (Cth) and our Privacy Policy, which forms part of these Terms.
13. Governing law
These Terms are governed by the laws of Western Australia, and you and we submit to the non-exclusive jurisdiction of the courts of Western Australia.
14. Changes to these Terms
We may update these Terms from time to time. The current version will be available on request or on our website. Continued use of our services after a change constitutes acceptance of the updated Terms.
15. Contact us
Perth Tax Pro
Ste 15, 1st Floor/222-230 Walter Rd W, Morley WA 6062
Phone: (08) 9375 9252
Email: reception@perthtaxpro.com
