Terms of Use

Tax Agent Services Disclosure Statement

Registered Tax Agent Status Eastgate Enterprises Pty Ltd is a registered tax agent with the Tax Practitioners Board (TPB) under the Tax Agent Services Act 2009 (TASA). Our Tax Agent Number (TAN) is 01268002. You can verify our registration status, including any conditions or sanctions, via the TPB Public Register at https://www.tpb.gov.au/public-register.

Our Commitment to the Code of Professional Conduct Our tax agent services are provided in accordance with the Tax Agent Services (Code of Professional Conduct) Determination 2024 (the Determination), which sets out the professional and ethical standards we must uphold. This includes core principles such as:

• Acting honestly and with integrity;
• Complying with taxation laws in our professional and personal affairs;
• Acting in your best interests and providing independent advice;
• Maintaining confidentiality of your information (except where legally required to disclose);
• Ensuring competence through ongoing professional development;
• Properly supervising any staff or outsourced providers; and
• Implementing quality management systems for our services.

We confirm that:

• We have not breached the Code of Professional Conduct or any provision of the TASA.
• We are not subject to any TPB investigations, sanctions, or conditions.
• We do not employ any disqualified persons or entities under the TASA.
• No principals or key personnel have been convicted of offences involving dishonesty, fraud, or serious tax matters.

Significant Events Disclosure Under section 45(1)(d) of the Determination, we must disclose any prescribed events occurring since 1 July 2022 that could influence your decision to engage or continue with our services. As at [Current Date, e.g., 8 November 2025], we are not aware of any such events, including:

• Suspension or termination of our registration.
• Bankruptcy or external administration.
• Convictions for serious tax offences, fraud, dishonesty, or imprisonment terms of 6 months or more.
• Penalties, injunctions, or orders related to tax exploitation schemes or misleading promotions based on tax rulings.
• Pecuniary penalties for civil breaches under the TASA.

Our registration is not subject to any conditions limiting the services we can provide. If any such event arises, we are required to update this disclosure (and notify existing clients) within 30 days.

Our Rights, Responsibilities, and Obligations As your tax agent, we have obligations to you, the Australian Taxation Office (ATO), and the TPB, including:

• Advising you of your rights under taxation laws.
• Not obstructing the proper administration of those laws.
• Keeping you informed of matters relevant to your tax affairs.
• Rectifying any false or misleading statements made to you, the ATO, or TPB in a timely manner.

For more details, refer to the TPB’s Information for Clients fact sheet at https://www.tpb.gov.au/information-clients.

Your Responsibilities as a Client To enable us to provide accurate and timely services, you must:

• Provide complete, accurate, and timely information and records;
• Be truthful in all dealings with us, the ATO, and TPB;
• Cooperate with our requests and meet agreed deadlines;
• Comply with taxation and related laws (e.g., superannuation and employment obligations); and
• Notify us promptly of any changes in your circumstances that may affect your tax affairs.

Failure to meet these may impact our ability to represent you and could result in service termination.

Other Matters That May Influence Your Engagement

• Scope of Services: Our advice is based on information you provide and does not include full verification unless specified in our engagement terms. We are not licensed for financial product advice (e.g., investments or insurance); referrals to licensed advisers will be made if needed.
• Fees and Conflicts: Fees are fixed or time-based and not outcome-contingent. Any referral commissions will be disclosed upfront. We act for multiple clients and manage conflicts per professional standards.
• Technology and Outsourcing: We use secure third-party tools and may outsource administrative tasks (e.g., data entry), all under our supervision and privacy protocols.

Complaints and Dispute Resolution If you have concerns about our services:

1. Contact us in writing at info@eeaus.au with full details. We will acknowledge receipt within 2 business days and aim to resolve within 14 days, involving an independent reviewer where possible.
2. If unresolved, escalate to our Director, Robert Walker  info@eeaus.au.
3. For external resolution, lodge a complaint with the TPB at https://www.tpb.gov.au/complaints or via phone (02) 6216 3200. The TPB will acknowledge, assess, and advise on next steps, including review rights.

We do not tolerate false or misleading statements to us or authorities—please report any such issues promptly.

Ongoing Updates This disclosure will be updated on our website within 30 days of any material changes. Last updated: [Insert Date]. For engagement-specific details, refer to your letter of engagement.

For further information on the Code, visit https://www.tpb.gov.au/code-professional-conduct.

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