Disclosure Statement

Bonitas Partners Pty Ltd and Jane Elizabeth Tisdall are registered Tax Agents with the Tax Practitioners Board (TPB). Our registration numbers are:

As a Registered Tax Agent, our services are subject to the Code of Conduct prescribed in the Tax Agent Services Act 2009 (TASA) and additional determinations made by the TPB.. The TPB is the regulator of Registered Tax Agents and BAS Agents. We are also required to adhere to the requirements of the Australian Taxation Office (ATO) in our interactions with their Online Services and use of other relevant software.

We are required to provide you with general information about the obligations that Registered Tax Practitioners have to their clients under the taxation laws, including the TASA and the Code. The following information has been adapted from the TPB’s factsheet, Tax Practitioners Board – client information fact sheet for these purposes.

Professional Standing Declaration:

To the best of our knowledge and based on all information known to us, we:

⚫️ Have not had our registration suspended or terminated by the Board;

⚫️ Are not and have not been an undischarged bankrupt or been put into external administration;

⚫️ Have not been convicted of a serious taxation offence or an offence involving fraud or dishonesty;

⚫️ Have not been sentenced to a term of imprisonment in Australia for 6 months or more;

⚫️ Have not been otherwise penalised, subject to an injunction, or been subject to an order requiring disclosure;

⚫️ Are not subject to any conditions upon our registration; and

⚫️ Do not engage with other TASA disqualified persons.

We are not aware of any matter that we have not otherwise discussed or presented to you that would significantly influence your decision to engage or continue to engage our services. If there is anything you would like to discuss, please contact us.

Public Register of Tax Agents and BAS Agents

The TPB maintains a public register of registered Tax Agents and BAS Agents. The register includes details of registered, suspended and deregistered Tax Agents and BAS Agents. The register is available at Public register.

Complaints

If you have a complaint about our Tax Agent services, we encourage you to contact Jane Tisdall by email at hello@bonitas.com.au.

We are committed to resolving any concerns promptly and professionally. We will acknowledge your complaint within 72 hours of receipt and aim to resolve any misunderstanding or performance issues you may have within 14 business days.

If the matter cannot be resolved through direct communication with us, you have the right to contact the TPB and lodge a formal complaint: Lodge a formal complaint.

Statements made to the ATO

In our role of providing services to you, we are required to:

⚫️ We must not make a statement, prepare a statement, or permit an entity to make or prepare a statement to

the commissioner that:

i. Is false, incorrect or misleading in a material particular; and

ii. Omits anything that causes the statement to be misleading.

If, after making a statement on your behalf, we become aware of subsequent information which indicates the

statement may be false or misleading in a material particular, we are obliged to discuss this further information with

you to determine whether the statement is, in fact, incorrect.

If we have reasonable grounds to believe the false or misleading nature of the statement resulted from:

1. Failure to take reasonable care in connection with the preparation or making of the statement; or

1. Recklessness as to the operation of a taxation law; or

2. Intentional disregard of a taxation law,

Then we must advise you:

1. That the statement should be corrected;

3. The possible consequences of not taking action to correct the statement; and

4. Our responsibility to take further steps, if required.

If the statement is not corrected, we may have to withdraw from providing any future services.

If the statement is not corrected and the false or misleading statement has or will cause substantial harm to the

interests of others, we are required advise the ATO that a statement that has been made should be corrected.

This information is required to be provided by TASA 2009 Sn 45(2) and is required when an entity is considering

engaging or re-engaging a Registered Tax Agent or BAS Agent on request.

This information is true and correct at the time of making this statement. Any change to this information must be updated within 30 days of us becoming aware of any change matter.