Keeping Our Clients Informed

At ODV Accountants, we are committed to transparency and professionalism in all our dealings. In line with our obligations under Section 45 of the Tax Agent Services (Code of Professional Conduct) Determination 2024 (Determination), we are required to provide important information to both our current and prospective clients. This includes:

• That the TPB maintains a register of tax agents and BAS agents and how clients can access and search the register,
• How you can make a complaint about a tax agent service that we have provided, including the complaints process of the TPB,
• General information about our rights, responsibilities and obligations as a registered tax practitioner (including the Tax Agent Services Act 2009 (the TASA) and the Code) as well as your obligation to us as your registered tax practitioner.
• Disclosure of any prescribed events within the last five years, and
• If our registration as a tax agent is subject to certain conditions imposed by the TPB

We’ve outlined this information below for your reference.

Registered Tax Agent Information

ODV Accountants Pty Ltd trading as ODV Accountants is a registered tax agent with the Tax Practitioners Board(TPB).

The TPB is the national body responsible for regulating tax practitioners to protect and assure consumers that tax practitioners meet appropriate standards of professional and ethical conduct.

The TPB maintains a public register of all registered tax and BAS agents.

The register also provides important information about higher risk cases, where the TPB has imposed serious sanctions on a tax practitioner.

The TPB website also provides Help with using the TPB register.

You can verify our registration by visiting this public register.

Feedback and Complaints

We welcome all forms of feedback and take any concerns seriously. If you are unhappy with the service you’ve received from ODV Accountants, we encourage you to contact us directly. 

Alternatively, if you feel that your concern has not been resolved, you can lodge a complaint directly with the Tax Practitioners Board. Information about how to lodge a complaint with the TPB, including an online form, can be found here: Make a Complaint to the TPB.

Our Obligations

As a registered tax agent, we are bound by the Tax Agent Services Act 2009 (TASA) and the Code of Professional Conduct.

The Code sets out key expectations of behaviour, which include but are not limited to:

• Acting with honesty and integrity,
• Always acting lawfully in the best interest of our clients,
• Taking reasonable care to ascertain your state of affairs and apply tax laws correctly,
• Provide services competently, and
• Keep your information confidential unless there is a legal duty to disclose.

You can read more about the Code and our professional responsibilities here: TPB Code of Professional Conduct

Client Obligations

As our client, you also have certain obligations. These include:

• Be truthful with the information you provide to your tax practitioner,
• Keep the required records and provide them to your tax practitioner on a timely basis, as required,
• Be co-operative with your tax practitioner’s requests and meet their due date,
• Comply with the tax laws.

More information is available via the TPB’s factsheet: TPB Fact Sheet

Disclosure of Events (Past 5 Years)

In compliance with Section 45, Tax Agents must advise all current and prospective clients if any of the following have occurred within the past five years:

• Their registration was suspended or terminated by the Board
• They became an undischarged bankrupt or went into external administration,
• They were convicted of a serious tax-offence,
• They were convicted of an offence involving fraud or dishonesty,
• They were serving, or were sentenced to, a term of imprisonment in Australia for 6 months or more,
• They were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for being a promoter of a tax exploitation scheme,
• They were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for implementing a scheme that has been promoted on the basis of conformity with a public ruling, private ruling or oral ruling in a way that is materially different from that described in the ruling,
• They were penalised, subject to an injunction, or have been subject to an order for breaching a voluntary undertaking, for promoting on the basis of conformity with a public ruling, private ruling or oral ruling a scheme that is materially different from that described in the ruling,
• The Federal Court has ordered them to pay a pecuniary penalty for contravening a civil penalty provision un the Act.

ODV Accountants confirms that none of the above events have occurred.

Registration Conditions

We are also required to disclose any current conditions placed on our tax agent registration. Conditions may limit the scope of services a tax agent can provide or specify areas of tax law they can operate within.

Details are publicly available via the TPB Register.

There are currently no conditions imposed on ODV Accountants' registration.