At CoggerGurry, we’re committed to keeping our clients informed, protected, and confident in the advice we provide.

In line with recent updates to the Tax Agent Services Act (TASA) 2009, we’ve reviewed and updated our Terms and Conditions to ensure full compliance with the latest Tax Practitioners Board (TPB) requirements.

These updates are now in place and apply to all existing and new clients.

Why These Changes Were Made

The Tax Practitioners Board introduced new compliance measures to strengthen professional standards across the accounting industry.
These reforms were designed to enhance transparency, accountability, and client protection — ensuring that all registered tax agents operate to the highest ethical and professional standards.

At CoggerGurry, we’ve always taken our obligations seriously, and these updates reinforce our commitment to doing the right thing — both for our clients and our profession.

What’s Been Updated

1. Registration and Compliance Details

We’ve included clearer information about our registration under the TPB and how clients can independently confirm our compliance.
Declarations regarding disqualified persons have also been formalised, ensuring full transparency.

2. Confidentiality and Information Management

Our Terms now reflect strengthened provisions around the confidentiality and secure handling of your personal and financial information, reinforcing our ongoing commitment to client privacy and data integrity.

3. Professional Conduct and Independence

We’ve enhanced our standards of professional conduct and independence to align with the TPB’s updated Code of Professional Conduct — ensuring every engagement meets the highest expectations of integrity and objectivity.

4. Advice and Documentation Practices

All tax-related advice provided by our team is now formally documented in writing. This ensures clarity, compliance, and a reliable record for both you and the ATO.

5. Fee and Charge Updates

We’ve also reviewed our charge-out rates and minimum standard fees for compliance work.

What This Means for You

These updates don’t change our relationship with you — they simply strengthen it.

You can continue to expect:

• Clear, written documentation of all tax-related advice
• Full transparency around fees and engagement terms
• Consistent adherence to the highest professional standards

Behind the scenes, we’ve implemented system and process updates to ensure all team members are operating in line with the new legislation.

Review the Updated Terms

You can view our updated Terms and Conditions here:
CoggerGurry Terms and Conditions

These updates reflect our ongoing commitment to professionalism, transparency, and quality advice.

Our goal remains the same — to deliver advice with substance, backed by trust, expertise, and integrity.

If you have any questions about the changes or how they relate to your engagement, please don’t hesitate to contact our team.

The CoggerGurry Team