Super Smart SMSF, Code of Conduct, Tax Practitioner Disclosure

Our Professional Standards & Your Rights

From 1 July 2025, updated professional standards apply to all registered tax practitioners under the Tax Agent Services Act 2009 and the Code of Professional Conduct administered by the Tax Practitioners Board (TPB).

At Super Smart SMSF, we are committed to meeting and upholding these standards.

Can Check Our Registration

You can verify the registration details of any registered tax practitioner via the TPB public register.

This register allows you to:

Confirm registration status
View relevant qualifications
Check any conditions imposed on registration
View any disciplinary history (if applicable)

You can search the register here:
https://www.tpb.gov.au/practitioner-details

We welcome transparency and encourage clients to verify registration details if they wish.

If You Have a Concern

We’re committed to providing professional, ethical and compliant SMSF and tax services.

If you ever have a concern about our services:

Please contact us directly in the first instance so we can work towards resolving the matter promptly and professionally.
If you are not satisfied with the outcome, you may lodge a complaint with the Tax Practitioners Board.

Information about the complaints process is available here:
https://www.tpb.gov.au/complaints

The TPB’s complaints process exists to protect consumers and uphold professional standards within the tax profession.

What You Can Expect From Us

When you engage Super Smart SMSF, we will:

Act honestly and with integrity
Comply with all applicable taxation laws and professional obligations
Act lawfully in your best interests within the scope of our engagement
Maintain the confidentiality of your information (subject to legal obligations to disclose)
Clearly define the scope and limitations of our services
Take reasonable care to ensure our advice and lodgements are based on accurate information
Maintain professional indemnity insurance as required under the TPB registration framework

Your Responsibilities as a Client

To enable us to provide services effectively and compliantly, you agree to:

Provide complete, accurate and timely information
Inform us of relevant changes affecting your SMSF or tax affairs
Retain supporting documentation as required under taxation law
Review documents and confirm accuracy before signing or authorising lodgement
Our advice is based on the information you provide. Inaccurate or incomplete information may affect outcomes.

Prescribed Events Disclosure

As at the date of publication of this statement:

We confirm that there are no prescribed events or matters affecting our registration that we are required to disclose under the Tax Agent Services (Code of Professional Conduct) Determination 2024.

If this position changes, we are required by law to inform clients accordingly.

Questions

If you would like further information about:

The Code of Professional Conduct
Your rights as a client
Our professional obligations

Please contact us. We are committed to clear communication and transparency.