Regulator Disclosure

Our Obligations to You, TPB & ATO and Your Obligations 

As a registered tax agent, we are bound by the Code of Professional Conduct under the Tax Agent Services Act 2009. This includes obligations to:

• Act honestly and with integrity
• Comply with all relevant taxation laws
• Act in the best interests of our clients (unless doing so would breach the law)
• Maintain professional competence and undertake appropriate continuing education
• Ensure client confidentiality is maintained at all times
• Properly supervise staff and outsourced service providers
• Maintain appropriate administrative and quality assurance procedures

 Clients engaging our services are expected to:

• Provide full and accurate information in a timely manner
• Maintain complete and up-to-date records
• Respond to information requests to enable timely and accurate service delivery
• Retain records as required under Australian tax law
• Abide by all relevant taxation and employment laws, including the Fair Work Act, Superannuation Guarantee laws, and other applicable regulations
• Not knowingly provide false or misleading information to us or to government agencies

Failure to meet these responsibilities may affect our ability to act on your behalf or may result in the termination of our services. 

Matters That May Influence Your Engagement

As at the date of publication:

• ACC Advisory Pty Ltd and its principals have no suspensions, restrictions, or disciplinary actions recorded against them with the Tax Practitioners Board
• There are no matters that may reasonably influence your decision to engage or continue to engage our services
• Should any such matters arise in the future, this disclosure will be updated within 30 days in accordance with our obligations under the Tax Agent Services Act 2009. 

Tax Practitioners Board (TPB) Public RegisterYou can view our registration, ACC Advisory Pty Ltd, at

https://www.tpb.gov.au/public-register

If You Ever Have a ConcernWhile we’re committed to providing a high level of service, if you ever have a concern, we encourage you to contact us directly. 

If your concerns remain unresolved, you are entitled to lodge a formal complaint with the Tax Practitioners Board. Further information is available at www.tpb.gov.au/complaints

Attached for Your ReferencePlease find attached a copy of the TPB Fact Sheet, which outlines your rights and additional information. https://www.tpb.gov.au/sites/default/files/2025-03/Information%20for%20clients%20factsheet%202025_0.pdf

If you have any questions or would like to discuss anything further, feel free to get in touch.