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Tax Agent Service Disclosures

As your appointed registered tax agent, we are obligated to act in accordance with the Tax Agent Services Act 2009 (TASA) and the Tax Agent Services (Code of Professional Conduct) Determination 2024. The Code requires us to provide you with certain information so you can make an informed decision about engaging or continuing to engage us.

 

Our Registration

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Watson & Hegarty provides tax agent services through:

  • Registered tax agent name: Brandum Bay Pty Ltd

  • Trading name: Watson & Hegarty

  • Tax agent registration number: 00695007

 

You can verify our registration and status by searching for Brandum Bay Pty Ltd or registration number 00695007 on the Tax Practitioners Board (TPB) public register of tax practitioners.

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Our Obligations under the Code of Professional Conduct

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As a registered tax agent, we must comply with the TPB’s Code of Professional Conduct. In summary, this means we must:

  • act lawfully, honestly, with integrity, and in your best interests

  • provide our services competently and maintain our professional knowledge and skills

  • take reasonable care to ascertain your state of affairs and to apply the taxation laws correctly to your circumstances

  • manage conflicts of interest

  • maintain adequate professional indemnity insurance

  • keep your information confidential, except where disclosure is required or authorised by law

  • keep proper records of the tax agent services we provide and keep you informed of certain matters so you can make informed decisions.

 

More detailed information about your rights and obligations, and our obligations as your tax agent, is provided in our Engagement Letter and the attached document “Rights and Obligations of the Parties under the Taxation Laws”, which you receive at the time of engagement.

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Relevant Matters Influencing Engagement

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We are required to tell you if there are any prescribed matters that may significantly impact your decision to engage or continue to engage us to provide tax agent services (for example, certain sanctions, events, or orders in the last five years, or conditions imposed on our registration).

  • Prescribed events: There are currently no prescribed events affecting Watson & Hegarty (Brandum Bay Pty Ltd) that we are required to disclose to you.

  • Conditions on registration: Our tax agent registration is not subject to any conditions that would restrict the tax agent services we are permitted to provide.

If this position changes in the future, we will update this section and notify affected clients where appropriate.

 

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Access to the Register of Tax Practitioners 

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The Tax Practitioners Board (TPB) maintains a public register of all registered tax agents and BAS agents. The register includes details of registrations, suspensions, terminations, and any conditions on registration.

You can view and search the register by visiting the TPB website and searching for:

  • Brandum Bay Pty Ltd (registered tax agent), or

  • Registration number 00695007.

 

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Complaints Process

We are committed to handling complaints fairly, transparently, and as quickly as possible.

 

Raise your concern with us

If you have a complaint about our tax agent services, please contact us in the first instance:

 

Please provide:

  • your name and contact details

  • details of the service and the practitioner involved

  • a clear description of the issue and the outcome you are seeking

  • any relevant supporting information or documents.

 

Where possible, we aim to resolve straightforward issues within 3 business days. If we need more time, we will acknowledge your complaint, explain our understanding of the issue, and outline our process and expected timeframe for a response (normally within 14 days).

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Escalation within our firm

If you are not satisfied with the initial response, you may ask for your complaint to be reviewed by a senior team member or partner who was not directly involved in the matter, where practicable.

 

Complaint to the Tax Practitioners Board

If you remain dissatisfied with our response, or prefer to raise your concerns with the regulator, you may lodge a complaint with the Tax Practitioners Board.

Complaints to the TPB can be made in writing using its online complaint form (available via the TPB website). The TPB will acknowledge your complaint, assess whether it is within its jurisdiction, and decide what action, if any, to take (for example, investigation of a potential breach of the Code of Professional Conduct).

Please note:

  • The TPB generally cannot assist with fee disputes alone. For fee disputes, you may be directed to your state or territory Consumer Affairs or Office of Fair Trading.

  • The TPB may be able to assist where concerns about fees relate to inappropriate conduct or a potential breach of the Code.

 

Further information about making a complaint to the TPB, and about your review rights, is available by clicking here.

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