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 to meet 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.
Tax Agent Number: 25907557
You can verify our registration via the TPB Public Register: www.tpb.gov.au/public-register
Professional Conduct and Compliance Status
We confirm that:
- We have not breached the Code of Professional Conduct or any provision of the TASA.
- We are not subject to any investigations, sanctions, or conditions imposed by the TPB or any other regulatory body.
- We do not employ any disqualified entities or individuals as defined under the TASA.
- We have never been convicted of any offence involving dishonesty, fraud, or a tax offence, nor are we currently facing any such charges.
Supervision and Quality Assurance
We maintain robust systems to supervise staff and any outsourced providers, including:
- Regular internal quality reviews
- Ongoing professional development for all team members
- Documented procedures and controls to ensure compliance with taxation laws and professional standards
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
When engaging our services, clients are expected to:
- Provide complete, accurate, and timely information
- Maintain proper records as required under Australian tax law
- Respond promptly to information requests to enable timely service delivery
- Comply with all relevant taxation and employment laws (including the Fair Work Act and Superannuation Guarantee obligations)
- Not knowingly provide false or misleading information to us or government agencies
Important: Failure to meet these responsibilities may affect our ability to act for you and may result in termination of our services.
Disclosures of Significant Matters
Our services are provided in accordance with the TASA and the Tax Agent Services (Code of Professional Conduct) Determination 2024. The following matters may influence your decision to engage or continue to engage us:
Scope of Work
Services are based on the information you provide and may not involve full verification unless agreed in writing.
Licensing Limitations
We are not licensed to provide financial product advice (e.g., superannuation funds, insurance policies, managed investments). Where needed, we will refer you to a licensed adviser.
Use of Technology and Outsourced Providers
We may use secure third-party platforms and engage offshore service providers for administrative functions. All work is supervised and governed by our quality control and privacy protocols.
Conflict of Interest
We may act for related parties (e.g., spouses, business partners, family members). If a conflict is identified, we will notify you and manage it in line with professional standards.
Remuneration and Fees
Our fees are not contingent on the outcome of your tax return or other results. If referral fees or commissions are received, these will be disclosed before proceeding.
Complaints and Dispute Resolution
If you have a concern about our services:
- Initial Complaint
Contact your accountant via email with full details. We aim to resolve all complaints within 3 business days.
- Escalation
If unresolved, email Melissa Lawson – Founder & Managing Director at melissa@acumenaccountinggroup.com.au.
A senior staff member, independent of the matter, will acknowledge your complaint and aim to resolve it within 14 days.
- External Complaint
If you remain dissatisfied, you may lodge a complaint with the TPB via the Public Register link above.
Current Disclosures
- Acumen Accounting Group Pty Ltd and its principals have no suspensions, restrictions, or disciplinary actions recorded with the TPB.
- Our registration is not subject to any conditions.
Ongoing Disclosure Obligation
Under section 45(2)(b)(ii) of the Code, we must update our website and engagement letter disclosures within 30 days of becoming aware of any matter that could significantly influence your decision to engage or continue to engage us.
If such a matter arises (e.g., service scope changes, a material conflict of interest, legal proceedings), we will update our disclosures promptly
Additional Information
More information can be found on the following TPB Factsheet
Last updated: 1 July 2025