Aumré Financial Group

Information for Clients

Understanding your tax obligations.

Important information about your obligations to the ATO, tax agent obligations to the TPB, and what clients should expect from a registered tax agent.

Compliance

Clear expectations help protect everyone.

This page keeps the strongest trust and compliance content from the existing site in a cleaner format.

Your obligations to the ATO

Clients are responsible for keeping accurate records, providing complete and honest information, lodging returns and statements by the due date, and paying tax debts on time.

Tax agent obligations

Registered tax agents must act lawfully, honestly and in the best interests of clients, manage conflicts of interest, maintain confidentiality and provide competent services.

Consequences of non-compliance

Non-compliance can lead to penalties, interest charges, amended assessments, audits and other regulatory action from the ATO or Tax Practitioners Board.

What to expect from your tax agent

You should expect professional service, clear communication, confidentiality, reasonable care and advice that reflects the information you provide.