Terms of Service

1

Agreement to These Terms

By engaging Y&S Accounting Brisbane ("we", "us", or "our") for any accounting, tax, or advisory services, you ("the client") agree to be bound by these Terms of Service. These terms form the basis of our engagement and should be read in conjunction with any Engagement Letter or scope-of-work confirmation provided to you.

If you do not agree with any part of these terms, please contact us before engaging our services.

2

Our Services

Y&S Accounting Brisbane provides accounting, taxation, bookkeeping, and business advisory services to individuals and businesses in Australia. Our registered services include:

• Individual income tax return preparation and lodgement
• Small business and company tax compliance
• Bookkeeping and BAS/IAS preparation
• Business registration (ABN, ACN, TFN, GST)
• Business structuring and advisory
• Xero setup, training, and ongoing support
• Tax planning strategies
• Superannuation Refund (DASP) services for departing temporary residents
• International advisory including Panama Residency

The specific services to be provided will be confirmed in writing via an Engagement Letter or email prior to commencement.

3

Tax Agent Obligations

As a registered tax agent, we are obligated to:

• Act honestly and with integrity in all dealings
• Act lawfully in your best interests
• Maintain professional indemnity insurance as required by the TPB
• Have policies and procedures in place for managing conflicts of interest
• Ensure our services are provided competently
• Keep your information confidential (subject to legal obligations)

Our liability is limited by a scheme approved under Professional Indemnity Insurance legislation. A copy of our insurance details is available upon request.

4

Client Responsibilities

To allow us to provide our services effectively, you agree to:

• Provide accurate, complete, and timely information and documentation as reasonably required
• Notify us promptly of any changes to your circumstances that may affect your tax or financial position
• Review and confirm the accuracy of all documents, returns, or advice before lodgement or implementation
• Not use our services for any unlawful purpose
• Pay all fees as agreed and on time
• Maintain your own records in accordance with Australian taxation law

We rely on the information you provide. We are not responsible for errors or penalties arising from incomplete, inaccurate, or late information supplied by you.

5

Fees and Payment

Our fees are agreed upon prior to commencement of work and will be outlined in your Engagement Letter or confirmed by email. Unless otherwise stated:

• Fees are quoted in Australian Dollars (AUD) and are inclusive of GST
• Invoices are due within 14 days of issue
• Consultation fees (e.g., AUD $250 for a 60-minute strategy session) are payable at the time of booking
• We reserve the right to pause or cease services on accounts with outstanding invoices
• Disbursements incurred on your behalf (e.g., ASIC fees, government charges) will be charged at cost

For recurring engagements, fees are reviewed annually. We will notify you of any fee changes at least 30 days before they take effect.

6

Confidentiality

We treat all client information as strictly confidential. We will not disclose your information to third parties without your consent, except:

• Where required by law, including disclosure to the Australian Taxation Office (ATO) or other regulatory authorities
• Where necessary to fulfil our engagement (e.g., instructing a specialist or referral partner with your knowledge)
• Where disclosure is required under anti-money laundering or counter-terrorism financing obligations

Our confidentiality obligations survive the termination of our engagement.

7

Privacy

We collect and handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). Our full Privacy Policy is available at taxbne.com.au/privacy-policy.

By engaging our services, you consent to the collection and use of your personal information for the purposes set out in our Privacy Policy, including the lodgement of tax documents with the ATO.

8

Limitation of Liability

To the maximum extent permitted by Australian law:

• Our liability for any claim arising from our services is limited to the fees paid for the specific service giving rise to that claim
• We are not liable for any indirect, consequential, incidental, or special damages
• We are not liable for penalties, interest, or additional tax arising from information you provided that was inaccurate or incomplete
• We are not liable for delays caused by third parties, including the ATO, ASIC, or other government bodies

Nothing in these terms excludes any guarantee or warranty implied by law that cannot lawfully be excluded, including consumer guarantees under the Australian Consumer Law.

9

Intellectual Property

All work product, templates, methodologies, and documentation we develop in connection with our services remain our intellectual property unless otherwise agreed in writing. You are granted a non-exclusive licence to use deliverables for your own purposes as outlined in the engagement.

10

Termination

Either party may terminate an engagement by providing written notice (email is acceptable). Upon termination:

• You remain responsible for all fees incurred up to the date of termination
• We will return your documents and records within a reasonable time
• We reserve the right to retain copies of documents as required by our professional obligations and taxation law
• If we terminate the engagement, we will provide reasonable notice and complete any time-critical lodgements if practicable

11

Complaints and Disputes

If you are dissatisfied with any aspect of our service, please contact us directly in the first instance at brisbane@ysaccounting.com.au. We are committed to resolving complaints promptly and fairly.

If we are unable to resolve your complaint, you may lodge a complaint with the Tax Practitioners Board (TPB) at tpb.gov.au.

12

Governing Law

These Terms of Service are governed by the laws of Queensland, Australia. Any dispute that cannot be resolved by negotiation will be subject to the jurisdiction of the courts of Queensland.

13

Changes to These Terms

We may update these Terms of Service from time to time. We will notify existing clients of material changes by email. Continued engagement of our services after notification constitutes acceptance of the updated terms. The current version is always available at taxbne.com.au/terms-of-service.

14

Contact Us

For any queries regarding these terms, please contact:

• Y&S Accounting Brisbane
• Level 38, 71 Eagle Street, Brisbane QLD 4000
• Email: brisbane@ysaccounting.com.au
• Web: taxbne.com.au