| Name | TPB Registration No. | Qualifications |
|---|---|---|
| Til Bhandari | 26322379 | MBA, MPA |
In accordance with the Tax Agent Services (Code of Professional Conduct) Determination 2024, we advise that there are no events within the last 5 years affecting our firm or any registered tax practitioner listed above that require mandatory disclosure. Disclosable events include: TPB registration suspended or terminated; undischarged bankruptcy; conviction for a serious taxation offence or fraud; imprisonment of 6 months or more; penalties for promoting a tax exploitation scheme; or Federal Court pecuniary penalties under the Tax Agent Services Act 2009. Should any such event arise, we will notify you promptly.
Complaints should first be raised with us directly. If unresolved:
Client information: tpb.gov.au/information-for-clients
All services are performed in accordance with the Tax Agent Services Act 2009, APES 110 Code of Ethics, and APES 220 Taxation Services.
Independence: You must notify us of any potential conflict of interest — including deaths, matrimonial disputes, litigation, business restructures, or employment offers to our staff.
Confidentiality: Information acquired during this engagement is strictly confidential and will not be disclosed except as required by law, professional standards, or your written consent.
Under APES 110 NOCLAR requirements, we must respond appropriately to non-compliance with laws and regulations — intentional or otherwise — by a client, management, or persons under their direction. We may be required to advise corrections, withdraw from the engagement, or report to relevant authorities where required by professional standards.
Our duty to act in your best interests is subject to an overriding obligation to comply with the law. We cannot lodge any return we believe to be false or misleading. Where required, we may advise corrections, withdraw from the engagement, or notify the ATO if corrections are not made.
Where you nominate us as your Trusted Adviser under the Consumer Data Right, we will only access CDR data necessary to provide the services in the Engagement Agreement.
Your rights include: seeking a private ruling from the ATO, objecting to or appealing ATO decisions, and accessing information about your obligations. Your obligations include keeping proper records for at least 5 years, lodging returns by due dates, and providing accurate information to your tax agent. Further information: tpb.gov.au/information-for-clients
You are personally responsible for the accuracy of all information provided and all documents lodged on your behalf. Drafts will be provided for your review before lodgement.
We are not responsible for late lodgement penalties where delays arise from your failure to provide information by agreed dates. We are not engaged to review previous returns by another practitioner unless separately agreed.
Where you were introduced to us through an Authorised Referral Agent, Authorised Representative, sub-agent, partner, or introducer ("Referral Agent"): the binding professional engagement is solely with TAXO ADVISORY and its registered tax practitioners listed above. Referral Agents are not tax practitioners and do not provide tax advice. They may assist with introductions, communication, document collection, and fee collection as our authorised representative. They are bound by our confidentiality obligations. We are not responsible for representations outside this agreement.
Fees are as set out in the Engagement Agreement. Fees communicated are estimates unless confirmed as fixed fees in writing. Payment is due within 14 days of invoice. We may require upfront payment, suspend services for unpaid fees, charge interest, and recover amounts through legal proceedings. Where a Referral Agent collects fees on our behalf, this is treated as direct payment to us.
Final prepared documents are your property. Working papers and internal records remain ours. Where permitted by law, we may exercise a lien over all materials until all outstanding fees are paid. Copies will be provided upon request.
As an IPA member, we are subject to the IPA Quality Review Program (QRP), mandated by IFAC. By accepting our Engagement Agreement, you acknowledge files may be made available for QRP review if requested by the IPA.
As an IPA member, our liability is limited under Professional Standards Legislation. We are not liable for losses from incorrect or incomplete information you provide, reliance by unintended third parties, indirect or consequential losses, or losses from failure to provide information required for ATO safe harbour protection. Further: psc.gov.au
We comply with the Privacy Act 1988 (Cth) and the 13 Australian Privacy Principles. Our full Privacy Policy is available on our website.
We collect: identity information (name, DOB, occupation); contact details (address, email, phone); government identifiers (TFN, ABN, ACN); financial information; and entity details (company, trust, SMSF, partnership). We use this information solely to provide services and meet legal obligations.
We may disclose your information to:
| Recipient | Purpose | Basis |
|---|---|---|
| ATO, ASIC, regulatory bodies | Lodgement and compliance | Required by law |
| Cloud accounting software providers | Data processing | Service delivery |
| Our client portal and systems | Document management | Service delivery |
| Authorised Referral Agents | Communication and coordination | Authorised representative |
| IPA (Quality Review only) | Professional review | Professional standards |
All disclosures are confidential. To access or correct your information, contact us at info@taxabn.com.au. We may disclose information to overseas cloud infrastructure providers — we take reasonable steps to ensure they comply with Australian Privacy Principles or equivalent obligations.
We use: our secure client portal; cloud accounting software (Xero, QuickBooks, MYOB, Excel, and others); ATO Online Services for Tax Agents; email and digital communication platforms; and document management and automation systems.
You agree software providers have no liability to you under this engagement. This exclusion does not apply to fraud or liability that cannot be excluded by law.
This agreement commences upon digital acceptance and continues on an ongoing basis. These T&Cs may be updated from time to time — updated versions will be published on our website. Continued use constitutes acceptance of updated terms. Either party may terminate by written notice. Termination does not affect fees accrued prior to termination.
These T&Cs are accepted digitally via our client portal or signup system, together with the Engagement Agreement. Digital acceptance is legally binding and equivalent to a signed document under Australian law. Your acceptance is recorded with name, email, IP address, device information, and timestamp.