Tax Agent Services Act (TASA) Mandatory Disclosure

The following disclosures are mandatory for all tax agents from 1 July 2025

To be read in conjunction with Clients rights and obligations under the taxation laws, and our Privacy Policy

TPB Register and complaints process:

• The TPB maintains a register of tax agents and BAS agents (tax practitioners) and this register can be accessed and searched at https://www.tpb.gov.au/public-register.
• The TPB’s register confirms that Optimised Accounting Pty Ltd (24742174) is a registered tax practitioner with no conditions imposed on my registration.
• All complaints should be raised with us at first instance with the view that your concerns can be resolved amicably between us. In the event that your concerns cannot be satisfactorily resolved, you may wish to raise a complaint with the TPB in writing further information is available by visiting https://www.tpb.gov.au/complaints

Mandatory disclosure:

In accordance with the Tax Agent Services (Code of Professional Conduct) Determination 2024 (the Determination), I advise you that there are no events which have occurred within the last 5 years which require disclosure.

For further information:

TPB Fact Sheet: Your obligations to the ATO, and our obligations to you, the TPB and the ATO