Professional Disclosures

Verity provides tax and accounting services through appropriately qualified personnel and registered tax practitioners. The legal practice entity, responsible practitioner, registration details and agreed service scope are identified in the relevant engagement document.

Tax practitioner registration can be checked using the Tax Practitioners Board public register linked below.

Registered tax agents are subject to the Tax Agent Services Act 2009 (Cth), the statutory Code of Professional Conduct and applicable determinations and guidance.

These obligations address honesty and integrity, independence, conflicts of interest, confidentiality, competence, reasonable care, record keeping, quality management and keeping clients informed of relevant matters.

Chartered accounting services are performed subject to applicable professional and ethical requirements, including APES 110 Code of Ethics for Professional Accountants and other APES standards relevant to the engagement.

APES 110 is built around integrity, objectivity, professional competence and due care, confidentiality and professional behaviour.

APES 305 requires members in public practice to document and communicate engagement terms. Before professional work begins, our engagement document will ordinarily explain the scope, responsibilities, fees, timing, reliance on information, privacy, complaints and termination arrangements relevant to that service.

Website information and preliminary discussions do not replace the engagement document.

Tax and accounting advice is limited to the agreed scope and the information made available to us. We do not provide legal advice. Financial product advice is not provided unless it is separately authorised, documented and delivered under the applicable financial services framework.

Where another specialist is required, we may recommend that you obtain separate legal, financial, valuation or other advice.

We maintain arrangements to identify and manage actual or potential conflicts of interest. A conflict that could affect a service will be disclosed and managed where appropriate; in some circumstances we may be unable to accept or continue an engagement.

Client information is treated as confidential and is disclosed only with authority or where a professional or legal duty permits or requires disclosure.

If the relevant Verity practice entity and engagement are covered by an approved Professional Standards Scheme, liability may be limited by that scheme under Professional Standards Legislation. The engagement document will provide the applicable disclosure. This statement does not represent that every service or claim is covered by a scheme.

Please first raise a service concern with Verity at info@veritytax.org so we can review and respond to it.

Concerns about a registered tax practitioner may also be raised with the Tax Practitioners Board. Professional-body complaint avenues may apply depending on the relevant practitioner and engagement.