Terms of Engagement

Last reviewed 31 July 2026

These terms apply when MYTAX SERVICES PTY LTD agrees to provide services to you.

Your engagement email will identify:

the client or clients covered
the services we have agreed to provide
the relevant period or income year
the fee arrangement
any specific permissions required.

If there is a difference between these standing terms and a later written agreement for a particular service, the later written agreement will apply to that service.

1. Scope of our work

We will provide only the services listed in the engagement email or another written agreement.

Services may include, where agreed:

tax returns and other tax compliance work
business activity statements
bookkeeping and payroll
tax advice
ASIC agent services
company, trust and other structure establishment
SMSF establishment and registration assistance.

Work outside the agreed scope is not included. We will discuss additional work with you before proceeding where practical.

2. Services we do not provide unless separately agreed

Unless clearly agreed in writing, our engagement does not include:

legal advice
financial product or investment advice
audit or assurance services
SMSF accounting, annual compliance or audit services
SMSF investment advice
monitoring every change in your circumstances after the agreed work is completed
checking information held by another adviser or organisation unless it is relevant and provided to us.

Where another type of advice is needed, we may recommend that you speak with an appropriate specialist.

3. Our responsibilities

We will:

provide the agreed services with reasonable care and skill
act honestly and lawfully in your best interests
protect information relating to your affairs
ask questions where information appears incomplete, unusual or unclear
keep appropriate records of the work performed
supervise and review work performed by people assisting us
explain important issues that are relevant to the agreed service
obtain your approval before lodging documents where approval is required.

We cannot contract out of our obligations as registered tax agents.

4. Your responsibilities

You agree to:

provide complete, accurate and truthful information
give us documents and explanations within the requested time
tell us about changes that may affect our work
keep the records required by law
answer reasonable questions
review documents before approving them
tell us promptly if you discover an error or missing information
meet tax, ASIC and payment obligations by the relevant due dates.

You remain responsible for the information you provide and the decisions you make. Your approval of a return or form does not remove our responsibility to take reasonable care.

5. Information supplied by you

We will generally rely on information supplied by you or on your behalf.

We do not audit that information unless we have separately agreed to perform an audit or assurance service. However, we may ask for further information or evidence where something appears incomplete, inconsistent or unusual.

Delays or additional work caused by incomplete, late or incorrect information may affect deadlines and fees.

6. Staff, contractors and technology

We may use authorised employees, interns, contractors and approved technology providers to assist with the work.

Their access will be limited according to their role, and work performed on our behalf will be supervised and reviewed.

Details about how information is handled are available in our Privacy and Confidentiality Notice.

Where overseas access may be used, we will obtain the required permission before providing access to information relating to your affairs.

7. Fees and payment

Our fees will be as stated or separately agreed with you.

Additional fees may apply where:

you ask us to perform work outside the agreed scope
information is incomplete, late or requires substantial correction
the matter becomes more complex than reasonably expected
additional meetings, correspondence or dealings with authorities are required.

We will discuss material additional work and fees before proceeding where practical.

Invoices are payable within 7 days unless another arrangement has been agreed.

We may pause work where invoices remain unpaid, provided doing so does not breach our legal or professional obligations.

8. Deadlines

We will take reasonable steps to meet agreed and statutory deadlines where you provide the required information on time.

We are not responsible for a missed deadline caused by late, incomplete or inaccurate information, circumstances outside our reasonable control, or your delay in approving documents.

We will tell you where we become aware that a deadline may not be met.

9. Approval and lodgment

Before lodging a return, activity statement or other document, we may ask you to review and approve it.

Approval may be provided electronically, including by email.

Please check the document carefully. Tell us about any error or omission before approving it.

10. ASIC services

Where ASIC services are included, you remain responsible for:

telling us promptly about changes
reviewing forms before approval
meeting company officeholder responsibilities
paying ASIC fees and penalties when due.

Our role is limited to the ASIC services specifically agreed.

11. Structure and SMSF establishment services

Our establishment work is limited to the services described in the engagement email.

We do not provide legal or financial product advice unless appropriately authorised and separately engaged to do so.

Where we assist with setting up an SMSF, our work does not include SMSF accounting, annual compliance, audit or investment advice unless separately agreed in writing.

12. Conflicts of interest

Tell us if you believe another person involved in the matter may have interests different from yours.

We may need to:

obtain informed consent
limit the work we perform
recommend separate advice
stop acting for one or more parties.

13. Errors and corrections

Tell us promptly if you become aware that information previously provided or lodged may be incorrect or misleading.

We will assess the issue and explain the practical steps that may be needed. This may include correcting a statement, making a voluntary disclosure, withdrawing from the engagement or taking another action required by law or our professional obligations.

14. Complaints

Please raise any concern with us first so we have an opportunity to understand and resolve it.

Our complaints process is available here:

Complaints Information

You may also make a complaint to the Tax Practitioners Board about a tax agent service.

15. Ending the engagement

You may end the engagement by giving us written notice.

We may pause or end the engagement where, for example:

requested information is not provided
fees remain unpaid
a conflict cannot be managed
trust has broken down
you ask us to act unlawfully or unethically
continuing would breach our professional obligations
the work is outside our competence or agreed scope.

We will take reasonable steps to explain any immediate deadlines or matters requiring attention when the engagement ends.

16. Records and documents

We retain records in line with legal and professional requirements.

Original documents supplied by you remain yours. You should keep your own copies of important records.

We may retain copies of documents and working papers needed to support the services provided. Our internal working papers remain our property unless the law requires otherwise.

17. Electronic communication

You agree that we may communicate with you electronically unless another method is agreed.

Electronic communication carries risks, including delay, interception, corruption and sending information to the wrong address. Please tell us promptly if your email address or authorised contacts change.

18. Acceptance

You accept these terms when you:

reply to an engagement email confirming acceptance
sign an engagement document
instruct us to proceed after receiving these terms
continue to use our services after a written re-engagement notice, where your acceptance has been clearly requested and recorded.

19. Anti-money laundering (AML/CTF)

Rajesh Pawar (ABN 77 350 178 690) is a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) and is enrolled with AUSTRAC. Where an engagement includes setting up a company, trust or self-managed super fund, the law requires customer due diligence checks. By accepting an engagement of that kind, you agree that:

Identity checks come first. Before the set-up work begins, we must identify and verify you and, where relevant, the other people who own or control the entity (such as directors, trustees, appointors, settlors and beneficiaries). We cannot begin the work until these checks are complete.
You will provide the information we request promptly, including identification documents, details of ownership and control, and the source of funds or wealth if we ask for it.
We may verify your identity electronically using electronic verification services and reliable independent data sources. You consent to this electronic verification. If you would prefer not to be verified electronically, tell us and we will arrange an alternative method.
We may need to update these checks from time to time while we act for you, and if your circumstances change.
Confidentiality has legal limits. Our duty of confidentiality is subject to our legal obligations, including the AML/CTF Act. We may be required to report certain matters to AUSTRAC, and in some cases the law prevents us from telling you that we have done so.
We may be unable to act. If we cannot complete the required checks, or the law otherwise prevents it (for example, a sanctions match), we may be unable to start or continue the engagement.
Records. We keep the information collected for these checks for at least seven years, and handle your personal information in line with the Privacy Act 1988 and our Privacy and Confidentiality Notice.

Important note

These are standing terms. The engagement email must still identify the client, agreed services, fees and any specific consent required for the matter.