Hervey Bay Tax Solutions and Plan Management

Let’s be honest, without proper training a lot of people don’t quite know what to do with their taxes, just out here winging it. So let us put our training, expertise and knowledge into getting things done right, to get you the best outcome.​

How? I hear you ask. Well, with budgeting and financial strategies we can assure your accounts are in tip top shape, ready for future expansions.

When we have had years (in my case 10+) of experience, we are also accessible to provide detailed information on all things finance related. Got a question? Get in touch and we can help you in no time!

When deadlines build up, finances don’t add up, the budget starts to fall through… It can all be quite stressful, and especially if you run a growing business. you don’t always have enough time to spare to fix everything! Stress can be a major concern for your health too. So stay healthy, stress less and contact us for a consult!

​I would love the opportunity to chat with you and see in what areas I can assist you, in your personal finance goals or as a growing business!

We are committed to building trust in the community and will always deal with any complaints professionally. Hervey Bay Tax Solutions have in place a procedure for handling client complaints, including internal investigation of said complaint. If you have a concern or wish to file a complaint about any services provided to you, please contact our office and one of our staff can provide you with our internal complaints process. You will be able to confidently report your complaint over the phone or by email.

The TPB also has a complaints process in relation to the provision of tax agent services.

You can raise a concern with the TPB in relation to the provision of tax agent services using their online complaints form, available here.

The TPB website also provides useful information about their complaints process, including which matters they can investigate, how to make a complaint, the investigation process and your rights if you disagree with an investigation outcome. You can access this information here.

All tax agents have obligations to the TPB. Tax agents also have other obligations, including to their clients.

As a tax agent, we must comply with the TASA, including the Code of Professional Conduct. The Code sets out the professional and ethical standards that registered tax agents are required to comply with. It outlines the duties that registered tax agents owe to their clients, the TPB and other registered tax agents. Obligations within the Code include, but are not limited to, acting with honesty and integrity, acting in the best interests of your client, taking reasonable care and ensuring services are provided competently. You can access the Code here and learn more about the principles here.

Clients also have obligations under taxation laws and to their tax agent. This includes being truthful with the information provided, keeping complete records and providing them, if required, on a timely basis, advising of any changes that may impact the tax agent services, being co-operative with requests and meeting due dates.

You can learn more about the obligations on the TPB website or the TPB’s fact sheet “Information for Clients”.

Tax agents are required to advise their clients if any of the following events have occurred within the period since 1 July 2022:

• their registration was suspended or terminated by the Board;
• they become an undischarged bankrupt or went into external administration;
• they were convicted of a serious taxation offence;
• they were convicted of an offence involving fraud or dishonesty;
• they were serving, or were sentenced to, a term of imprisonment in Australia for 6 months or more;
• they were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for being a promoter of a tax exploitation scheme; 
• they were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for implementing a scheme that has been promoted on the basis of conformity with a public ruling, private ruling or oral ruling in a way that is materially different from that described in the ruling; 
• they were penalised, subject to an injunction, or been subject to an order for breaching a voluntary undertaking, for promoting on the basis of conformity with a public ruling, private ruling or oral ruling, a scheme that is materially different from that described in the ruling; and
• the Federal Court has ordered them to pay a pecuniary penalty for contravening a civil penalty provision under the Act.

We have nothing to declare with relation to the above as none of these events have taken place in the history of our operation as a business.

This declaration is current as at June 2025. Should there be any declarable events, we will endeavour to update this declaration within 30 days of the event.