TAI PAL is governed by a Board of Directors; three are appointed by the Taxpayers Australia Limited Board and two are elected by TAI PAL’s membership. Each Director’s term of service is for four years. No Director may serve more than two consecutive terms (or eight years). The Board is governed by the Constitution of TAI PAL.
TAI PAL has an Ethics Committee, established to assist the Board in fulfilling its obligations and responsibilities in relation to all ethical matters consistent with the Board’s long-term goals.
Members of the Ethics Commitee:
TAI PAL has a suite of governance documents that members and the general public may access:
Members of TAI PAL must ensure they maintain the required number of CPE hours as set out in By-Law III (Continuing Professional Education). This also forms part of a member’s compliance with their registration requirements of the TPB.
As a Recognised Tax Agent Association and a Recognised Tax Financial Adviser Association, TAI PAL is required by our Constitution and the Tax Practitioners Board (TPB) to ensure that our Members comply with the minimum Continuing Professional Education (CPE) hours (as set out in By-Law III | Continuing Professional Education and Paragraph 20-5(1)(d) & Section 30-10 of the TASA).
TAI PAL By-Law III (Continuing Professional Education) outlines the process of completing CPE as a TAI PAL member. You may download the by-law here.
Annual CPE Audit
A proportion of members of TAI PAL are selected each year for a CPE audit to ensure compliance with the By-Law’s requirements.
We encourage all members to take advantage of our CPDpro product which provides more than 30 hours per annum of webinars at a large discount to our standard webinar prices and which enables CPE hours to be met in a simple and convenient way.
Members of the public may lodge written complaints with TAI PAL concerning the conduct of any accounting professional who is a member of TAI PAL.
Any complaint shall be submitted using this form and send to:
The Ethics Committee Secretary
TAI Practitioners & Advisers Ltd
L13, 303 Collins Street, Melbourne VIC 3000
Email: [email protected]
The complaints processes are set out in By-Law - II Complaints Process.
It should be noted that TAI PAL is unable to deliberate on disputes such as fees agreed between a client and a practitioner and matters relating to liens over property. Most other issues can be heard by the Ethics Committee should an investigation reveal that a TAI PAL member has a case to answer.
Please note that not all registered tax agents will be members of TAI PAL. Any complaints received by TAI PAL against non-member tax agents who are members of other professional bodies may be referred to the appropriate body for action.
In rare instances, the complainant could be referred to the TPB directly should the allegations against a particular registered tax agent be serious.
TAI PAL publishes statistics of the frequency of complaints against members and the types of complaints that have been made. TAI PAL will also ensure that findings of cases are published as disciplinary hearings are finalised. This practice aids in the transparency of the processes undertaken by TAI PAL.
The Ethics Committee has the responsibility to determine all complaints in accordance with the Constitution. Please click here to see any current complaints recorded and resolved by the Ethics Committee.
If you require any further information, please contact TAI PAL Administration on (03) 8851 4555 or [email protected]