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Bryanbo & Co Pty Ltd — Terms of Engagement

Tax practitioners are regulated under the Tax Agent Services Act 2009 (TASA). Registration No. 25 489 456 — verifiable at tpb.gov.au/public-register.

1. Purpose and Scope

Bryanbo & Co Pty Ltd has been engaged to prepare and lodge your Individual Income Tax Return and/or other taxation and business services as selected. Before lodgement, we will forward the document to you for approval.

2. Term of Engagement

Our engagement commences once you indicate acceptance by signing this form and continues until terminated by either party. You may terminate at any time in writing. We reserve the right to terminate by providing 14 days' written notice.

3. Responsibilities and Obligations

You are responsible for providing all relevant information accurately and in a timely manner. Any advice we provide is only an opinion based on our knowledge of your particular circumstances — it does not constitute a definitive ruling. You must retain source documentation for at least 5 years.

4. Ownership of Documents

Tax returns and original documents provided by you remain your property. Working papers and draft documents remain our property. Upon termination, we are entitled to retain your documents until all outstanding fees are paid.

5. Fees, Disbursements and Trust Monies

Services are provided on a fee-for-service basis. Invoices are payable within 7 days of issue. Estimates are indicative only and not binding. Fees do not cover ATO inquiries or investigations.

6. Additional Services

Our fee applies only to the services within the scope of this engagement. Additional services will be quoted and charged separately.

7. Complaints and Dispute Resolution

Please contact Bo Feng in the first instance. If unresolved, you may escalate to the TPB at myprofile.tpb.gov.au/complaints.

8. Confidentiality

We have an ethical duty and legal responsibility to keep your information confidential and will not disclose it without your permission, unless legally required.

9. Use of Third-Party Service Providers

We may use the following third-party providers: Xero, Dropbox, Zoho Mail, Formspree (online forms) and GoHighLevel (client management). Some providers may store data outside Australia. You hereby authorise us to disclose information to such third parties to assist in performing our services.

10–16. Additional Clauses

Covering NOCLAR compliance, cyber security, conflicts of interest, professional indemnity insurance, limitation of liability, ATO digital communication preferences, and registration status. There are no matters to disclose from the last 5 years and no conditions attached to our registration.

Safe Harbour Protection

As a client of a registered tax agent, you have a statutory 'safe harbour' exemption from ATO administrative penalties provided you supply all relevant taxation information that is truthful, complete, accurate, and provided in a timely manner. Tax shortfalls and interest charges still apply.

Key Rights & Obligations Summary

• Self-Assessment: The ATO accepts your return at face value but retains the right to audit. Most individual assessments can be amended within 2 years of the notice.
• Record Keeping: All relevant records must be retained for at least 5 years — receipts, invoices, logbooks, travel diaries, etc.
• Complete & Accurate Records: You are responsible for providing truthful, complete, and accurate information.
• Private Binding Rulings: You have the right to request a Private Binding Ruling from the ATO on uncertain tax issues.
• Right to Object: If you disagree with an assessment, you may generally object within 2 years of receiving the original notice.
• Onus of Proof: In any dispute before the court or Administrative Review Tribunal, the onus of proof is on you as the taxpayer.
• Safe Harbour: Providing your registered tax agent with complete and accurate information may exempt you from certain ATO administrative penalties (tax shortfalls and interest still apply).

Adapted from TPB's Information for Clients factsheet (March 2025). © Bryanbo & Co Pty Ltd 2026.