Terms & Conditions
Last Updated: April 11, 2026
These Terms & Conditions govern the provision of services by our firm to all clients. By engaging our services, you agree to be bound by these terms.
1. Scope of Services
We will provide the services agreed between you and us on the signed proposal. Any services outside the agreed scope will require a separate agreement or variation. Our services are provided in accordance with applicable professional and ethical standards issued by the Accounting Professional & Ethical Standards Board (APESB).
Our services are limited to the work specifically agreed. Unless expressly stated otherwise, our services are not intended to detect fraud, illegal acts, or other irregularities.
Our services are provided solely for your benefit and may not be relied upon by third parties unless expressly agreed in writing.
2. Fees and Payment
Our fees are charged based on the nature of the services provided, the level of skill and responsibility required, and the time involved. Fee estimates are indicative only and may vary depending on circumstances.
Where a fixed fee is agreed, and unforeseen work arises, we may revise the fee with prior notice. Fees may also include disbursements and third-party costs.
Payment terms will be communicated with each invoice. We may charge interest on overdue amounts and may suspend or terminate services if payment is delayed.
You remain liable for all fees, even where third-party funding or insurance arrangements apply.
3. Responsibilities
You must provide complete and accurate information in a timely manner. We rely on the accuracy of the information provided and do not audit it unless specifically engaged to do so.
You authorise us to obtain information from relevant third parties as required to deliver the services. You must notify us promptly of any changes relevant to your affairs.
4. Qualifications on Advice
You should not rely on advice previously provided without confirming that it remains current. Our advice is based on the law and information available at the time.
Where our engagement is ongoing, we may update these terms. If you do not accept the updated terms, you may terminate our services in accordance with the termination clause.
5. Reliance on Advice
We will endeavour to provide written advice on significant matters. Verbal advice should not be relied upon unless confirmed in writing.
6. Financial Services
We do not provide investment or financial product advice regulated under the Corporations Act 2001 unless explicitly agreed and provided under an Australian Financial Services Licence.
7. Professional Obligations
We comply with professional and ethical standards, including those issued by the Accounting Professional & Ethical Standards Board. This may include disclosure obligations where required by law or professional standards.
8. Conflicts of Interest
We will notify you if a conflict of interest arises. Where a conflict cannot be managed appropriately, we may be unable to continue acting for one or more parties.
9. Confidentiality and Privacy
We will take reasonable steps to protect your confidential information. Disclosure may occur where required by law, professional standards, or to service providers assisting in delivering our services.
Personal information is handled in accordance with applicable privacy laws and our privacy policy.
10. Intellectual Property
All intellectual property created in the course of providing services remains our property. You may use deliverables solely for the purpose for which they were provided.
11. Limitation of Liability
Our liability is limited to the extent permitted by law and by any applicable professional standards scheme. We are not liable for indirect or consequential losses or for matters beyond our reasonable control.
12. Third-Party Services and Data Storage
We may use third-party service providers, including cloud-based platforms, to deliver services. Your data may be stored or processed through such providers in accordance with our privacy and security practices.
13. Outsourcing
We may engage third-party service providers, including overseas providers, to assist in delivering our services. Your information may be shared with these providers where necessary.
14. Termination
Either party may terminate services by providing reasonable written notice. Immediate termination may occur in cases of non-cooperation, conflicts of interest, or misleading information.
On termination, all outstanding fees become payable.
15. Communication
We may communicate electronically. You are responsible for ensuring that your contact details are current and that electronic communications are secure on your end.
16. Applicable Law
These Terms & Conditions are governed by the laws of the relevant Australian state or territory in which we operate.
17. Complaints and Disputes
If you have concerns about our services or fees, please contact us. We will endeavour to resolve any issues promptly and fairly.