Compliance
The Tax Practitioners Board maintains a register of tax agents and BAS agents. This register can be accessed and searched at https://www.tpb.gov.au/home. This register includes details of the registration (and conditions if applicable) of Provenance Partners Advisory and our individual registered tax agents with whom you engage.
Your engagement letter with Provenance Partners Advisory sets out our procedures for dealing with complaints. The Tax Practitioners Board also has a complaints process in relation to tax agent services as outlined on their website which can be accessed at https://www.tpb.gov.au/complaints.
Tax agents have obligations to the Tax Practitioners Board, the ATO and to their clients.
As a taxpayer, it is important you:
- are aware of your obligations to the Australian Taxation Office (ATO) and to your tax agent.
- understand your tax practitioner has obligations to the ATO and the Tax Practitioners Board (TPB) and to their clients.
Please refer to these obligations on the https://www.tpb.gov.au/obligations or the TPB’s fact sheet “Information for Clients”.
Section 45 of the Tax Agent Services (Code of Professional Conduct) requires Provenance Partners Advisory to notify you if it becomes aware of certain events which have occurred in the past 5 years. Provenance Partners Advisory is not aware of any such events.
Both Tax agents and clients have an obligation not to make false or misleading statements to the Tax Practitioners Board or the Australian Taxation Office. If it becomes apparent that a false or misleading statement has been made to either body, there is a requirement for this to be rectified in a timely manner. Please refer to these obligations on the Tax Practitioners Board website https://www.tpb.gov.au/code-obligations-when-making-or-preparing-statements.
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