Legal

Disclosure of Required Information

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 required that we make the following disclosures to you:

1) The Tax Practitioners Board ("TPB") maintains a register of tax agents and BAS agents. You can access and search this register here: https://www.tpb.gov.au/public-register

2) If you have a complaint about our tax agent services, please contact us in writing to email admin@rmaccounting.com.au. We will acknowledge receipt of your complaint and notice that will attempt to resolve the issue within 14 days. If you are unhappy with the outcome proposed, you can submit a complaint to the Tax Practitioners Board (TPB) here: https://www.tpb.gov.au/complaints. The TPB will acknowledge receipt of your complaint and advise of the process.

3) More information about your obligations to the ATO and our obligations to you, the TPB and the ATO, please see Information for Clients

Other Important Information

Privacy Policy

RM Accounting & Taxation Services is committed to protecting the privacy and confidentiality of your personal information. This policy outlines how we manage the personal information we collect, use, disclose, and store, and how you can contact us with any queries or concerns regarding your personal data.

Collection of Personal Information

We will only collect personal information when it is reasonably necessary for our functions or activities. Information is collected by lawful and fair means, and we take reasonable steps to ensure you are aware of:

Why the information is being collected
Who it may be disclosed to
How to access or correct your information
How to contact us

Where possible, personal information is collected directly from you. If we collect information from a third party, we will take reasonable steps to notify you.

Data Quality & Security

We take all reasonable steps to:

Ensure your information is accurate and up to date
Secure your information against misuse, loss, or unauthorised access
Destroy or de-identify information when no longer required

Compliance with Privacy Laws

RM Accounting & Taxation Services complies with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), which govern the collection, use, storage, and disclosure of personal information.

As registered tax agents under the Tax Agent Services Act 2009, we are also bound by the Taxation Administration Act 1953 and the Tax File Number Guidelines 2011.

Use & Disclosure of Personal Information

We use and disclose your personal information only for the purpose it was collected, unless:

You consent to another use
It is required or authorised by law
It relates directly to the original purpose and you would reasonably expect it
It is necessary for a lawful investigation or enforcement activity

Ethical Standards

We undertake our obligations to uphold and promote the ethical standards of the tax profession.

What is Personal Information?

Personal information is any information or opinion that identifies an individual, regardless of whether it is true. This includes names, addresses, contact details, and Tax File Numbers (TFNs). We are lawful TFN recipients and handle such information in accordance with the TFN Guidelines.

Disclosure to Third Parties

We may disclose your personal information to:

The Australian Taxation Office (ATO) and other authorised bodies
Financial institutions, brokers, legal or audit professionals, or service providers—with your express consent

We will never share your information with third parties for marketing purposes without your prior consent.