Tax Practitioner Disclosures

ESUPERFUND performs all work in strict accordance with the Tax Agent Services Act 2009 (TASA). We are committed to upholding the highest professional and ethical standards in all interactions with you.

Under the provisions of the Tax Agent Services (Code of Professional Conduct) Determination 2024, we are required to provide the following essential disclosures regarding our registration and professional obligations, along with your rights and responsibilities as our client.

Tax Agent Registration

The Tax Practitioners Board (TPB) is the national body responsible for regulating tax practitioners in Australia. The TPB maintains a public register of all registered tax agents and BAS agents. This register provides important details, including registration status of tax practitioners, and any past breaches of the Code of Professional Conduct or public sanctions imposed.

You can verify our registration and learn how to use the register by visiting the TPB website here.

Disclosures of Significant Matters

As at the date of publication, in accordance with section 45(1)(d) of the Tax Agent Services (Code of Professional Conduct) Determination 2024, we confirm that none of the prescribed events have occurred. We also confirm that there are no conditions imposed on our registration as a tax agent. Should such an event or matter occur, we are legally required to notify you within 30 days.

Our Professional Obligations

As your appointed Tax Agent, ESUPERFUND will:

Comply with the Tax Agent Services Act 2009, the Code of Professional Conduct, and all other relevant legislative and professional standards.
Act with integrity, honesty, and professional care.
Provide tax agent services competently and diligently.
Maintain client confidentiality.
Manage conflicts of interest appropriately.

For further information on tax practitioner and client obligations, please refer to the TPB Factsheet: 'Information for Clients'.

Your Responsibilities as Client

As our client, you are responsible for:

Providing complete, accurate and timely information.
Being truthful and open in all communications.
Notifying us promptly of any changes to your personal or financial circumstances that may affect your SMSF tax affairs.
Keeping appropriate records in compliance with Australian tax laws.
Cooperating with our requests for information or documentation.

Failure to meet these responsibilities may limit our ability to act on your behalf or may result in the termination of our services.

Internal Complaints Procedure:

We are committed to delivering a high standard of service. If you have any concerns or complaints about our services, we encourage you to contact us directly.

Contact Us: Email our Complaints Manager at complaints@esuperfund.com.au or write to us at PO Box 401, North Melbourne VIC 3051.
Our Response: Our Complaints Manager will review your concerns and outline our steps to resolve the issue.
Resolution Timeline: We aim to resolve complaints within 45 days. If the matter is complex and requires more time (up to 90 days), we will keep you informed throughout the process.

Escalating Complaints to the TPB:

If you are not satisfied with our internal resolution, or if your complaint relates specifically to the Tax Agent Services Act or the Code of Professional Conduct, you may lodge a complaint directly with the TPB.

You can find more information or make a complaint about a tax practitioner to the TPB by visiting tpb.gov.au/complaints.

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General Advice Warning

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. ESUPERFUND does not provide financial product advice or recommend any financial products either expressly or implied. ESUPERFUND expressly states that it does not recommend, represent as suitable, or endorse any financial product or service available through ESUPERFUND. This applies equally to those financial products which are established for your SMSF when you become a client of ESUPERFUND. Any information provided in relation to any financial product or service available through ESUPERFUND is factual information only about the operation of the account and how data is made available to ESUPERFUND. Where this website refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice (see below) from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.

Seek Professional Advice from a Financial Adviser: ESUPERFUND is a no advice model and does not provide financial, legal or tax advice to clients. We recommend that you seek appropriate professional advice in view of your personal circumstances. A licensed financial adviser will consider your personal situation and make a recommendation suitable to your financial needs. All information detailed on our website is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner. Whilst a Financial Professional can provide advice and assistance you are ultimately responsible for the Fund.

Fees: Fees relating to operating your SMSF with ESUPERFUND are detailed on our fee page here. When setting up an SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to set up an SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.