Rights and Obligations of Clients and Prospective Clients
Lumen Accounting is a registered BAS agent, bound by the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct) Determination 2024. Section 45 of the Determination requires us to provide current and prospective clients with certain information about our registration, your rights, and how to raise a concern. This page is published to meet that obligation and is current as at [date].
Our Registration
- Registered Name: Lumen Accounting Pty Ltd
- TPB Registration Number: 26294700
The TPB maintains a public register of all registered tax agents and BAS agents. You can verify our registration, and check for any conditions or disciplinary history, at any time at the TPB Public Register.
Reportable Matters
In accordance with section 45 of the Determination, we confirm:
- There are no conditions currently imposed on our registration by the TPB.
- There are no reportable events affecting our registration within the last 5 years that we are required to disclose to you.
Should this position change, we will update this page and separately notify current clients in writing within the timeframe required under the Code.
Your Rights and Responsibilities
As our client, you can expect us to:
- Act honestly, competently, and in your best interests, consistent with our obligations under the Code of Professional Conduct.
- Keep your information confidential, except where disclosure is authorised by you or required by law.
- Communicate clearly about the scope of services we’re providing and any fees involved.
You are responsible for the accuracy and completeness of the information and records you provide to us, and for providing them in a timely manner so we can meet your compliance deadlines.
How to Raise a Concern
If you are ever unhappy with our services, please contact us directly in the first instance at [practice email/phone] so we can address it. If your concern remains unresolved, you can lodge a complaint with the Tax Practitioners Board:
- Online: TPB Complaints
- The TPB’s factsheet on general information for clients is also available at gov.au.
This page is provided for information purposes and does not limit or replace the terms of any individual letter of engagement between [Practice Name] and its clients.