Information for clients

Tax Agent Registration

We are registered with the Tax Practitioners Board to provide Tax Agent Services. Our registration numbers are: V A Carlisle 70420 015 and Carlisle Advisory Pty Ltd 26231 525.

You can verify our registration using the public register at www.tpb.gov.au/public-register

Our Responsibilities

As registered tax agents, we are bound by the Code of Professional Conduct under the Tax Agent Services Act 2009. This includes obligations to:

  • Act honestly and with integrity

  • Comply with all relevant taxation laws

  • Act in the best interests of our clients (unless doing so would breach the law)

  • Maintain professional competence and undertake appropriate continuing education

  • Ensure client confidentiality is maintained at all times

  • Properly supervise staff and outsourced service providers

  • Maintain appropriate administrative and quality assurance procedures

Your Responsibilities

Clients engaging us for our services are expected to:

  • Provide full and accurate information in a timely manner

  • Maintain complete and up-to-date records

  • Respond 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 to government agencies.

Disclosures of Significant Matters

As at the date of publication:

  • Carlisle Advisory Pty Ltd and V A Carlisle have no suspensions, restrictions, or disciplinary actions recorded against them with the Tax Practitioners Board

  • There are no matters that may reasonably influence your decision to engage or continue to engage our services

Should any such matters arise in the future, this disclosure will be updated within 30 days in accordance with our obligations under the Tax Agent Services Act 2009. 

Complaints Process

We are committed to providing quality services to our clients.

If you have a complaint about our Tax Agent services, you will need to contact us by telephone, email or in writing. We will attempt to resolve your complaint within 14 days.

If the matter is not resolved, you have the right to make a complaint to the Tax Practitioners Board https://www.tpb.gov.au/complaints.

More information can be found on the Information for Clients factsheet provided by the Tax Practitioners Board.