Tax Agent Disclosure Statement

1. Introduction

At Martin & Martin Consulting Pty Ltd (“Martin & Martin”), we are committed to providing tax agent services with professionalism, integrity and due care in accordance with the Tax Agent Services Act 2009 (Cth) and the Tax Practitioners Board (TPB) Code of Professional Conduct.

This Tax Agent Disclosure Statement outlines our registration details, professional obligations, relevant disclosures and complaints process when you engage our services or interact with us.

2. Our Tax Agent Registration

Martin & Martin is registered with the TPB. Our TPB registration number is 74498008.

You can verify our registration status at any time by visiting the TPB public register: https://www.tpb.gov.au/public-register.

3. Our Professional Obligations

When providing tax agent services, we are required to:

• act honestly and with integrity
• provide services competently and with due care
• maintain appropriate professional knowledge
• protect client confidentiality
• manage conflicts of interest
• comply with applicable laws, professional standards and TPB requirements.

4. Relevant Events Disclosure

As at the date of this statement, we have no relevant events to disclose under section 30-220 of the Tax Agent Services Act 2009 (Cth). This means there are no current sanctions, investigations or disciplinary proceedings that affect our registration or ability to provide tax agent services.

If a relevant event arises in the future, we will update this statement promptly in accordance with our obligations.

5. How to Make a Complaint

If you have a complaint about our tax agent services, you can contact your accountant by email and provide details of your concern. Your complaint will be reviewed by a Director, who will acknowledge receipt in writing and confirm our understanding of the matter.

We take all complaints seriously and aim to resolve complaints within 10 business days. We will advise you of our proposed resolution and any further steps in our dispute resolution process.

6. Complaints to the Tax Practitioners Board

If you are not satisfied with our response, you may lodge a complaint with the Tax Practitioners Board. The TPB will acknowledge your complaint, review the information provided and undertake a risk assessment. More information about your rights and our obligations is available from the Tax Practitioners Board: www.tpb.gov.au.

7. Contact Us

Martin & Martin Consulting Pty Ltd
5 Theatre Place
Canterbury VIC 3126
P: 03 8809 3666
E: info@martinandmartin.com.au
W: www.martinandmartin.com.au

8. Changes to This Statement

We may update this Tax Agent Disclosure Statement from time to time. The latest version will be made available to clients as required.

Effective Date: 1 July 2026