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Home  »  About us  »  Governance  »  TAI Practitioners & Advisers Ltd

TAI Practitioners & Advisers Ltd.


  • About TAI Practitioners & Advisers Ltd.
  • Board and governance
  • Governance documents
  • Continuing Professional Education (CPE)
  • Complaints against TAI PAL members
  • Further information


About TAI Practitioners & Advisers Ltd.

TAI Practitioner’s & Advisers Ltd. (TAI PAL) is a controlled entity of Taxpayers Australia Ltd. and a Recognised Tax Agent Association under Tax Practitioners Board. It is a public company limited by guarantee, incorporated under the Commonwealth law. The principal activities of TAI PAL consist of providing general services and representation to professionals registered with the TPB and providing TAX Agents and BAS Agents etc. access to affordable quality training resources and publications.

Board and governance

TAI PAL is governed by a Board with a maximum of five directors of which three are appointed by the board of directors of Taxpayers Australia Limited and two are elected by the membership. Each board member's term of service is for four years (a two year term will be served by one of the two Board Directors elected in October 2016). No board member may serve more than two consecutive terms (or eight years).

Members of the board:

Elected Directors:

  • David Scott
  • Kurtis Alaeddin

Appointed by the Board of Taxpayers Australia Ltd:

  • Terry Blenkinsop
  • Mark Dodds
  • Stephen Ware

Company Secretary:

  • Pippa McKee

Corporate Governance Advisor:

  • Tamara Barr

Ethics Committee

  • Terry Blenkinsop, Chair
  • Kurtis Alaeddin, Secretary
  • David Scott
Due Diligence Committee

  • Stephen Ware
  • Kurtis Alaeddin
  • Pippa McKee

 

Governance documents

TAI PAL has a suite of governance documents that members and the general public may access:

Constitution and By Laws
       TAI PAL constitution
 TAI PAL By-laws
        Access to records
        Code of professional conduct
        Complaints processes
        Continuing professional education
        Election of Elected Directors
        Members rights and duties
        Membership criteria
        Professional Indemnity Insurance By-Law
        Public Practice Certificate
        Use of company name and designation
 
Annual Financial Statements
        Financial Statements 2019-20 
        Financial Statements 2018-19
        Financial Statements 2017-18
        Financial Statements 2016-17
        Financial Statements 2015-16
        Financial Statements 2014-15
        Financial Statements 2013-14
        Financial Statements 2012-13
      
TAI PAL MEETINGS OF MEMBERS
Annual General Meeting
       2019-20 President's Report
       2016-17 President's Report

Continuing Professional Education (CPE)

Members of TAI PAL who hold registrations with the TPB must ensure they comply with the prescribed number of hours. The TPB requires registered agents to ensure they complete the following number of hours per annum:

 registered tax agent
 
 
 
 Minimum of CPE hours
 Minimum CPE hours for members in this category are:  Over 3 years  Annually
 Tax agents
 90  10
 Tax agents with a condition of registration other than quantity surveying or fuel tax credits
 45  5
 Tax agents with the condition of quantity surveying or fuel tax credits
 6  2
 Tax agents with the condition of Australian financial services
 60  7
     
 registered BAS agent
 
 
 
 Minimum of CPE hours
 Minimum CPE hours for members in this category are:  Over 3 years  Annually
 BAS agents
 45  5
 BAS agents with the condition of fuel tax credits
 6  2
 
   
 registered tax (financial) adviser 
 
 
 
 Minimum of CPE hours
 Minimum CPE hours for members in this category are:  Over 3 years  Annually
 Tax (financial) advisers
 60  7
 Tax (financial) advisers with a condition of registration.
 45  5
 
   
 SMSF Auditor
   
A member of this category shall satisfy the minimum level of CPE hours:
- set out above for their accreditation with the TPB; and
- as set out by ASIC, being 120 hours over three years including 30 hours on development of superannuation and at least 8 hours are on development of auditing SMSFs.
   


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. There are special rules for people who are not able to complete the prescribed number of CPE hours.


Complaints against TAI PAL members

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. The complaints will be provided to TAI PAL's company secretary who will contact the complainant and let them know that the written complaint has been received.

The member against whom the complaint has been made will be contacted to notify them of the complaint received and to give them an opportunity to voice their version of events in the lead- up to the lodgement of the complaint. It is then up to TAI PAL to determine if there is a case for the member to answer. A hearing of the ethics committee will be called if it is determined that there is a case to answer. There are a series of potential penalties. The most severe of these is the striking off of a member from the membership list. Members of the public can read more about the complaints procedures 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 are able to be heard by the disciplinary 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 will 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.

Statistics related to the frequency and kinds of complaints made to TAI PAL

TAI PAL is obliged under law to publish statistics of the frequency of complaints against members and the types of complaints that have been made. Relevant details are published in The Financial Report for 30 June each year. 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 rules set out in the Constitution of TAI Practitioners & Advisors Ltd. Please click here to see the complaints recorded and resolved by the Ethics Committee for the year ended 30th June 2018.

Further information

If you require any further information please contact TAI PAL Administration on (03) 8851 4555 or members@taxandsuperaustralia.com.au

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Level 13, 303 Collins St
Melbourne Victoria 3000
PO Box 226, Flinders Lane, VIC 8009
Tel: (03) 8851 4555
Email: info@taxandsuperaustralia.com.au
ACN 075 950 284
ABN 96 075 950 284
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