TPB Requirements
The Tax Practitioners Board (TPB) regulates tax practitioners to protect and assure consumers that tax practitioners meet appropriate standards of professional and ethical conduct.
New client verification
As a tax agent in complying with requirements of the TPB, RJD Advisory requires verification of client identities prior to providing Tax and BAS services.
Sharing of sensitive personal information is integral in the delivery of Tax and BAS services. Identity verification checks help mitigate the risk of identity theft and fraudulent activity for both clients and tax agents.
Upon engagement, proof of identity checks will apply to all new clients and new authorised representatives thereof. Identity verification involves confirmation of:
The identity of our clients and individuals with authority to instruct on their behalf
The authority of individuals to instruct RJD Advisory on behalf of a client.
Verification is currently not required for existing clients, though is required for all new authorised representatives of existing clients.
TPB Register
The TPB maintains a register of all registered Tax and BAS agents. You can access and search the register via its website: https://www.tpb.gov.au/public-register
We are obliged to advise clients of certain events which may influence your decision to engage us as your tax agent. There are no current issues about which we are obliged to advise you.
We are also obliged to advise you whether there are any conditions attached to our registration. There are no current conditions attached to our registration.
Beaches or complaints
We endeavour to provide clients with the best advice and service at all times. If you are not satisfied with our services, we encourage you to discuss your complaint directly with the Managing Director by e-mail before taking further action. If you are unhappy with the resolution outcome that we propose to you and the complaint pertains to the provision of tax services, you can then make a complaint to the Tax Practitioners Board (TPB) via its website: https://www.tpb.gov.au/complaints. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
Website terms and conditions
Introduction
These terms and conditions govern your use of this website; by using this website, you accept these terms and conditions in full. If you disagree with these terms and conditions or any part of these terms and conditions, you must not use this website.
License to use website
Unless otherwise stated, RJD Fin Consulting Pty Ltd T/A RJD Advisory and/or its licensors own the intellectual property rights in the website and material on the website. Subject to the license below, all these intellectual property rights are reserved.
You may view, download for caching purposes only, and print pages from the website for your own personal use, subject to the restrictions set out below and elsewhere in these terms and conditions.
You must not:
republish material from this website (including republication on another website);
sell, rent or sub-license material from the website;
show any material from the website in public;
reproduce, duplicate, copy or otherwise exploit material on this website for a commercial purpose;
edit or otherwise modify any material on the website; or
redistribute material from this website except for content specifically and expressly made available for redistribution.
Where content is specifically made available for redistribution, it may only be redistributed within your organisation.
Acceptable use
You must not use this website in any way that causes, or may cause, damage to the website or impairment of the availability or accessibility of the website; or in any way which is unlawful, illegal, fraudulent or harmful, or in connection with any unlawful, illegal, fraudulent or harmful purpose or activity.
You must not use this website to copy, store, host, transmit, send, use, publish or distribute any material which consists of (or is linked to) any spyware, computer virus, Trojan horse, worm, keystroke logger, rootkit or other malicious computer software.
You must not conduct any systematic or automated data collection activities (including without limitation scraping, data mining, data extraction and data harvesting) on or in relation to this website without RJD Fin Consulting Pty Ltd T/A RJD Advisory’s express written consent.
You must not use this website to transmit or send unsolicited commercial communications.
No warranties
This website is provided “as is” without any representations or warranties, express or implied. RJD Fin Consulting Pty Ltd T/A RJD Advisory makes no representations or warranties in relation to this website or the information and materials provided on this website.
Without prejudice to the generality of the foregoing paragraph, RJD Fin Consulting Pty Ltd T/A RJD Advisory does not warrant that:
1) this website will be constantly available, or available at all; or
2) the information on this website is complete, true, accurate or non-misleading.
Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any legal, or financial matter you should consult an appropriate professional.
Limitations of liability
RJD Fin Consulting Pty Ltd T/A RJD Advisory will not be liable to you (whether under the law of contact, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with, this website:
1) to the extent that the website is provided free-of-charge, for any direct loss;
2) for any indirect, special or consequential loss; or
3) for any business losses, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data.
These limitations of liability apply even if RJD Fin Consulting Pty Ltd T/A RJD Advisory has been expressly advised of the potential loss.
Exceptions
Nothing in these terms and conditions will exclude or limit any warranty implied by law that it would be unlawful to exclude or limit; and nothing in the terms and conditions will exclude or limit RJD Fin Consulting Pty Ltd T/A RJD Advisory’s liability in respect of any:
1) death or personal injury caused by RJD Fin Consulting Pty Ltd T/A RJD Advisory’s negligence;
2) fraud or fraudulent misrepresentation on the part of RJD Fin Consulting Pty Ltd T/A RJD Advisory; or
3) matter which it would be illegal or unlawful for RJD Fin Consulting Pty Ltd T/A RJD Advisory to exclude or limit, or to attempt or purport to exclude or limit, its liability.
Reasonableness
By using this website, you agree that the exclusions and limitations of liability set out in these terms and conditions are reasonable.
If you do not think they are reasonable, you must not use this website.
Other parties
You accept that, as a limited liability entity, RJD Fin Consulting Pty Ltd T/A RJD Advisory has an interest in limiting the personal liability of its officers and employees. You agree that you will not bring any claim personally against RJD Fin Consulting Pty Ltd T/A RJD Advisory’s officers or employees in respect of any losses you suffer in connection with the website.
Without prejudice to the foregoing paragraph, you agree that the limitations of warranties and liability set out in this website disclaimer will protect RJD Fin Consulting Pty Ltd T/A RJD Advisory’s officers, employees, agents, subsidiaries, successors, assigns and sub-contractors as well as RJD Fin Consulting Pty Ltd T/A RJD Advisory.
Unenforceable provisions
If any provision of this website disclaimer is, or is found to be, unenforceable under applicable law, that will not affect the enforceability of the other provisions of this website disclaimer.
Indemnity
You hereby indemnify RJD Fin Consulting Pty Ltd T/A RJD Advisory and undertake to keep RJD Fin Consulting Pty Ltd T/A RJD Advisory indemnified against any losses, damages, costs, liabilities and expenses (including without limitation legal expenses and any amounts paid by RJD Fin Consulting Pty Ltd T/A RJD Advisory to a third party in settlement of a claim or dispute on the advice of RJD Fin Consulting Pty Ltd T/A RJD Advisory’s legal advisers) incurred or suffered by RJD Fin Consulting Pty Ltd T/A RJD Advisory arising out of any breach by you of any provision of these terms and conditions, or arising out of any claim that you have breached any provision of these terms and conditions.
Breaches of these terms and conditions
Without prejudice to RJD Fin Consulting Pty Ltd T/A RJD Advisory’s other rights under these terms and conditions, if you breach these terms and conditions in any way, RJD Fin Consulting Pty Ltd T/A RJD Advisory may take such action as RJD Fin Consulting Pty Ltd T/A RJD Advisory deems appropriate to deal with the breach, including suspending your access to the website, prohibiting you from accessing the website, blocking computers using your IP address from accessing the website, contacting your internet service provider to request that they block your access to the website and/or bringing court proceedings against you.
Variation
RJD Fin Consulting Pty Ltd T/A RJD Advisory may revise these terms and conditions from time-to-time. Revised terms and conditions will apply to the use of this website from the date of the publication of the revised terms and conditions on this website. Please check this page regularly to ensure you are familiar with the current version.
Assignment
RJD Fin Consulting Pty Ltd T/A RJD Advisory may transfer, sub-contract or otherwise deal with RJD Fin Consulting Pty Ltd T/A RJD Advisory’s rights and/or obligations under these terms and conditions without notifying you or obtaining your consent.
You may not transfer, sub-contract or otherwise deal with your rights and/or obligations under these terms and conditions.
Severability
If a provision of these terms and conditions is determined by any court or other competent authority to be unlawful and/or unenforceable, the other provisions will continue in effect. If any unlawful and/or unenforceable provision would be lawful or enforceable if part of it were deleted, that part will be deemed to be deleted, and the rest of the provision will continue in effect.
Entire agreement
These terms and conditions constitute the entire agreement between you and RJD Fin Consulting Pty Ltd T/A RJD Advisory in relation to your use of this website, and supersede all previous agreements in respect of your use of this website.
Law and jurisdiction
These terms and conditions will be governed by and construed in accordance with the law of Queensland, and any disputes relating to these terms and conditions will be subject to the exclusive jurisdiction of the courts of Queensland.
RJD Fin Consulting Pty Ltd T/A RJD Advisory’s details
RJD Fin Consulting Pty Ltd T/A RJD Advisory is registered in Western Australia under registration number 43 620 918 872.
RJD Fin Consulting Pty Ltd T/A RJD Advisory’s address is 121 Gregory Street, Auchenflower, QLD 4066.
You can contact RJD Fin Consulting Pty Ltd T/A RJD Advisory by email to info@rjdadvisory.com.au.