Honesty and integrity
- We act honestly and with integrity.
- We comply with the taxation laws in the conduct of your personal affairs.
- If we:
- receive money or other property from or on behalf of our client, and
- hold the money or other property on trust we must account to our client for the money or other property.
Independence
- We act lawfully in the best interests of our client.
- We place adequate arrangements for the management of conflicts of interest that may arise in relation to the activities that we undertake in the capacity of a registered tax agent.
Confidentiality
Unless we have a legal duty to do so, we will not disclose any information relating to our client’s affairs to a third party without your permission.
Competence
- We ensure that a tax agent service that we provide, or that is provided on your behalf, is provided competently.
- We maintain knowledge and skills relevant to the tax agent services that we provide.
- We take reasonable care in ascertaining our client’s state of affairs, to the extent that ascertaining the state of those affairs is relevant to a statement we are making or a thing we are doing on behalf of our client.
- We take reasonable care to ensure that taxation laws are applied correctly to the circumstances in relation to which we are providing advice to a client.
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