TASA Disclosure Statement

Information we are required to disclose to our clients

1. Our registration details

Xcel Advisory is registered as a tax agent with the Tax Practitioners Board (TPB). The registration below is held by the practice, and the tax agent services we provide to you are provided by Xcel Advisory.

The Tax Practitioners Board maintains a public register of all registered, suspended and deregistered tax agents and BAS agents. You can access and search this register at tpb.gov.au/public-register to verify our registration and that of any practitioner acting on our behalf.

Details of our registered practitioners are set out on our team page.

2. The tax agent services we provide

We are authorised under the TASA to provide a full range of tax agent services. These services include, but are not limited to:

• Preparing and lodging income tax returns
• Providing advice or representation relating to:
  • Income tax
  • Goods and Services Tax (GST)
  • Fringe Benefits Tax (FBT)
  • Capital Gains Tax (CGT)
  • PAYG withholding and instalments
  • Superannuation compliance
• Interacting with the Australian Taxation Office (ATO) on your behalf
• Managing disputes or audits
• Assisting with tax planning and structuring matters

Any person or entity providing these services must be registered with the Tax Practitioners Board as a tax agent.

As a registered tax agent:

• We are subject to the Code of Professional Conduct under the TASA.
• We comply with all obligations set by the TPB and relevant laws.
• We also meet the ATO’s requirements for use of their Online Services and other software systems in our interactions on your behalf.

3. Matters we are required to disclose

Section 45 of the Determination requires us to tell you about any prescribed event or matter arising since 1 July 2022 that could significantly influence your decision to engage us, or to continue to engage us, for a tax agent service.

Declaration of standing and good conduct

To the best of our knowledge, and based on all information known to us at the date of this statement:

• We have not committed any prior material breach of the TASA or any legislative instruments made under it.
• We are not currently being investigated by the Tax Practitioners Board in relation to any matter, including material breaches.
• We are not subject to any sanctions or restrictions imposed by the Board.
• There are no conditions applying to our registration that limit the scope of the tax agent services we are able to provide to you.
• We have not been disqualified from providing tax agent services.
• We do not employ or engage any individuals who have been disqualified from providing tax or BAS agent services.
• We have appropriate systems of supervision and quality control in place for all work carried out on our behalf.
• We have not been charged with or convicted of any offence involving fraud or dishonesty.
• We have not been subject to promoter penalties under tax law.
• We have not been charged with or convicted of any tax offence.
• None of the events prescribed in section 45(1)(d) of the Determination have occurred in relation to Xcel Advisory.
• We are not aware of any matter that has not otherwise been disclosed to you that would reasonably be expected to influence your decision to engage, or continue to engage, our services.

Should any of the above information change, we will update it within 30 days of becoming aware of the change.

If you have any concerns, or would like to discuss this statement further, we encourage you to contact us directly.

4. Your rights, responsibilities and obligations

Engaging a registered tax agent creates obligations on both sides. In summary:

What you can expect from us

• We will act honestly, with integrity and in your best interests, and we will manage any conflicts of interest that arise.
• We will act lawfully, and we will take reasonable care to apply the taxation laws correctly to your circumstances.
• We will provide our services competently and keep your information confidential unless we have your permission to disclose it, or we are required by law to do so.
• We will keep proper records of the services we provide to you and advise you of any change that affects our ability to act for you.

What we need from you

• Provide complete and accurate information, and records that substantiate the positions taken in your returns and statements, within a reasonable time.
• Tell us if you become aware that something previously provided to us was incomplete or incorrect, including anything already lodged with the Australian Taxation Office.
• Keep the records you are required by law to keep, and keep them for the required period.
• Lodge and pay on time. Engaging a tax agent does not remove your own obligations under the taxation laws, and you remain responsible for the accuracy of what is lodged on your behalf.
• Be aware that safe harbour protection from certain administrative penalties is only available where you have given us all relevant information in a timely way.

The Tax Practitioners Board publishes a plain English factsheet covering these rights and obligations in more detail. You can read it at tpb.gov.au/keeping-your-clients-informed.

5. Complaint resolution process

Xcel Advisory takes complaints about our tax agent services seriously and is committed to resolving them efficiently and fairly. We are committed to delivering professional, high quality services, and should you have any concerns we welcome the opportunity to resolve them with you directly in the first instance.

We have implemented the following process should you have a complaint.

1. If you have a complaint about our tax agent services, please contact us through our contact page or by email to [email protected] with the details of your complaint. All complaints must be in writing.
2. Where possible, your complaint will be investigated by a person who is not involved in the matter in dispute.
3. We will send you email acknowledgement of receipt of your complaint, setting out our understanding of the circumstances.
4. That email will confirm that we will attempt to resolve your complaint within 14 days, and will outline the dispute resolution process we will follow.
5. If you are not satisfied with the outcome we propose, you can take your complaint to the Tax Practitioners Board at tpb.gov.au/complaints.

6. Taking a complaint to the Tax Practitioners Board

Matters the TPB can assist you with include:

• breaches of the Code of Professional Conduct
• false or misleading statements made to the Commissioner of Taxation
• advertising or providing tax agent, BAS agent or tax (financial) advice services for a fee while not registered
• any other conduct that may breach the TASA

The TPB will email you a receipt acknowledging your complaint, then review and risk assess the complaint and respond to you.

If you are not satisfied with how the TPB has managed your complaint, visit tpb.gov.au/complaints for details of your review rights and who can assist you further.

7. About this statement

This statement is provided in accordance with section 45 of the Tax Agent Services (Code of Professional Conduct) Determination 2024, made under the Tax Agent Services Act 2009. It is made available when a client is considering engaging or re-engaging us, and on request at any time.

Questions about any of this

If anything on this page is unclear, or you would like to talk it through, we would rather you asked than wondered.

Get in touch

This statement was last reviewed on 9 November 2026. Xcel Advisory, ABN 69 670 906 082, registered tax agent 26230491.