Regulatory Disclosures
Acumen Accounting Group Pty Ltd is committed to upholding the highest standards of professional conduct in accordance with the Tax Agent Services Act 2009 (“TASA”) and the requirements set by the Tax Practitioners Board (“TPB”).
The following information is provided in compliance with our disclosure obligations under Section 45 of the Tax Agent Services (Code of Professional Conduct) Determination 2024.
Tax Agent Registration
Acumen Accounting Group Pty Ltd is registered with the TPB to provide tax agent services. Our tax agent number is 25907557. You can verify our registration via the public register at: www.tpb.gov.au/public-register
Our Professional Obligations
As a registered tax agent, we are bound by the Code of Professional Conduct under the TASA. This includes obligations to:
- Act honestly and with integrity
- Comply with all relevant taxation laws
- Act in the best interests of our clients
- Maintain professional competence and undertake appropriate continuing education
- Always maintain client confidentiality
- Properly supervise staff and outsourced service providers
- Maintain appropriate administrative and quality assurance procedures
Your Responsibilities as Our Client
Clients engaging our services are expected to:
- Provide full and accurate information in a timely manner
- Maintain complete and up-to-date records
- Respond promptly to information requests to enable timely and accurate service delivery
- Retain records as required under Australian tax law
- Abide by all relevant taxation and employment laws, including the Fair Work Act, Superannuation Guarantee laws, and other applicable regulations
- Not knowingly provide false or misleading information to us or government agencies
Important: Failure to meet these responsibilities may affect our ability to act on your behalf and may result in the termination of our services.
Disclosures of Significant Matters
Our services are provided in accordance with the Tax Agent Services Act 2009 (“TASA”) and the Tax Agent Services (Code of Professional Conduct) Determination 2024. We are legally obligated to make certain disclosures that may influence your decision to engage — or continue to engage — us for tax services.
From 1 July 2022 onward, the following matters may be relevant to your engagement decision:
- Matters That May Significantly Influence Your Decision
- Scope of Work
Our services are based on the information you provide and may not include a full review or verification of your financial records unless expressly agreed in writing. - Licensing Limitations
We are not licensed to provide financial product advice (e.g. regarding superannuation funds, insurance policies, or managed investments). Where required, we will refer you to a licensed financial adviser. - Use of Technology and Outsourced Providers
We may utilise secure third-party software platforms and, where appropriate, engage offshore service providers to assist with administrative functions. All such work is conducted under our supervision and governed by our internal quality control and privacy protocols. - Conflict of Interest
We may act for related parties (e.g. business partners, spouses, or family members) in certain situations. If we identify a conflict that could impair our ability to act in your best interests, we will inform you and take appropriate steps to manage it in accordance with professional standards. - Remuneration and Fees
Our fees are not contingent on the outcome of your tax return or any financial result. If we are paid a referral fee or commission from a third party, we will disclose this to you prior to proceeding.
- Complaints and Dispute Resolution Process
If you have a concern or complaint about the tax agent services, we have provided:
a) Initial Complaint
Please contact your accountant directly via email with full details. We aim to resolve all complaints within 3 business days.
b) Escalation
If unresolved, please escalate your complaint by emailing: Melissa Lawson – Founder & Managing Director at melissa@acumenaccountinggroup.au
Melissa, or a senior staff member independent of the matter, will acknowledge your complaint in writing and aim to resolve the issue within 14 days. You will receive confirmation of our understanding of the complaint and the steps we are taking to address it.
c) External Complaint
If you remain dissatisfied with our internal process, you may lodge a complaint with theTax Practitioners Boardvia the TPB Public Register link above. The TPB will confirm receipt, assess your complaint, and inform you of any rights to further review.
Ongoing Disclosure Obligation
Under section 45(2)(b)(ii) of the Tax Agent Services (Code of Professional Conduct) Determination 2024, we are required to update our website and engagement letter disclosures within 30 days of becoming aware of any matter that could significantly influence a client’s decision to engage or continue to engage us for tax agent services.
We are committed to meeting this obligation. If such a matter arises — for example, a change in our service scope, a material conflict of interest, legal proceedings, or any other significant issue — we will update our disclosures promptly.
Additional Information
More information can be found on the following TPB Factsheet
Last updated: 1 July 2025