Important information & disclosures

At MT Corporate Advisory, we believe in transparency and care in all our interactions with clients and stakeholders. Our Disclosure Statement reflects this commitment, ensuring you have access to all the information you need to make informed decisions. We care deeply about providing clear, honest, and comprehensive details regarding our services, policies, and any potential conflicts of interest. This statement is designed to give you peace of mind and confidence in our partnership.

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you.

This is a disclosure for the purposes of s45 of Tax Agent Services (Code of Professional Conduct) Determination 2024 (Determination). A copy of the Determination can be found at: https://www.legislation.gov.au/F2024L00849/latest/text:

1. The Tax Practitioners Board (Board) maintains a register of tax agents and BAS agents. The register can be accessed and searched at https://www.tpb.gov.au/public-register;
2. You can make a complaint about a tax agent service that we have provided to you. The Board follows a formal complaints process which can be found at https://www.tpb.gov.au/complaints;
3. We have rights, responsibilities and obligations as a tax agent or BAS agent, to our clients, under the taxation laws (including the Act and Code of Professional Conduct). Conversely, our clients have obligations to us as their tax agent or BAS agent. These rights, responsibilities and obligations are explained in more detail at https://www.tpb.gov.au/obligations;
4. None of the nominated events as set out in s45(1)(d) of the Determination have occurred within the last 5 years, commencing from 1 July 2022;
5. None of the nominated events as set out in s45(1)(e) of the Determination apply to us or any registered tax agent connected to our firm.
6. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Warren Franken (Director – MT Corporate Advisory) by email, and your complaint will be investigated by the Director. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

Information for clients: You can view or download a copy of your obligations to the ATO and your tax practitioner’s obligations to you, the TPB, and ATO.