Managing an SMSF has its benefits, but it can be hard work and at times risky. From establishment to wind up, and the running of the fund, PSK ensure you meet your compliance obligations, support your role as trustee and file your SMSF annual obligations. We can also assist in helping you purchase an investment or business property within your fund due to our relationship with advisers and lenders.
Liability limited by a scheme approved under the professional standards legislation
Information we are required to disclose to you
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
None Applicable
The Tax Practitioner's Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact PSK complaints manager by email complaints@psk.com.au. Your complaint will be investigated by a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
If you have any questions, please don't hesitate to contact us by filling out this form. We will get back to you as soon as possible.
