Last updated: July 1, 2025
Please read these Terms of Use (“Terms”, “Terms of Use”) carefully before using the https://xceladvisory.com.au website (the “Service”) operated by Xcel Advisory (“us”, “we”, or “our”).
Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access or use the Service.
By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms then you may not access the Service.
Intellectual Property
The Service and its original content, features and functionality are and will remain the exclusive property of Xcel Advisory and its licensors.
Links To Other Web Sites
Our Service may contain links to third-party web sites or services that are not owned or controlled by Xcel Advisory.
Xcel Advisory has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third party web sites or services. You further acknowledge and agree that Xcel Advisory shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such web sites or services.
We strongly advise you to read the terms and conditions and privacy policies of any third-party web sites or services that you visit.
Termination
We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.
All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.
Disclaimer
Your use of the Service is at your sole risk. The Service is provided on an “AS IS” and “AS AVAILABLE” basis. The Service is provided without warranties of any kind, whether express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, non-infringement or course of performance.
Governing Law
These Terms shall be governed and construed in accordance with the laws of Australia without regard to its conflict of law provisions.
Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have between us regarding the Service.
Registered Tax Agent – Statement of Compliance and Client Disclosure
Provision of Tax Agent Services
We are a registered Tax Agent, authorised under the Tax Agent Services Act 2009 (TASA 2009) to legally 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 (TPB) as a Tax Agent.
As a registered Tax Agent:
- We are subject to the Code of Professional Conduct under TASA 2009.
- 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.
Declaration of Standing and Good Conduct
We advise as follows:
To the best of our knowledge, and based on all information known to us at the time of this statement:
- We have not committed any prior material breach of the Act 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.
- 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.
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.
If you have any concerns or would like to discuss this statement further, we encourage you to contact us directly.
Register of Tax and BAS Agents
The Tax Practitioners Board maintains a public register of all registered, suspended, and deregistered agents. You may verify our registration at: https://www.tpb.gov.au/public-
Complaints and Feedback
We are committed to delivering professional and high-quality services. Should you have any concerns, we welcome the opportunity to resolve them directly with you in the first instance.
If you wish to lodge a formal complaint, you may do so through the Tax Practitioners Board. Their complaints process and online form are available at: https://www.tpb.gov.au/
Statutory Requirement
This statement is provided in accordance with Section 45(2) of the Tax Agent Services Act 2009. It must be made available when a client is considering engaging or re-engaging a registered tax agent or upon request.
Should any of the above information change, we will update it within 30 days of becoming aware of the change.
Changes
We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.
By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.
Contact Us
If you have any questions about these Terms, please contact us.