STANDARD TERMS AND CONDITIONS
1. Personal Information
We collect personal information in order to conduct our business, to proivde and market our services, and to meet our obligations.
2. Confidential Information
We will not disclose or use any confidential information you may disclose to us in the course of our working for you, except where required in the course of our acting for you or as required by law.
3. Financial Planning Advice
As a result of recent legislative changes in Australia, ELLIOTT WEBB is now precluded from providing or offering its clients certain advice that may constitute financial planning. In the unlikely event that such advice is inadvertently proffered by ELLIOTT WEBB that results in a formal engagement with us, it is acknowledged by both parties that such advice was incidental to any other advice provided and did not form part of, or influence in any way, the decision to engage with ELLIOTT WEBB.
4. Your Documents
If you leave any documents or other papers with us once the engagement is complete (except documents deposited for safe custody in our document storage system) we will keep them for a maximum of five (5) years and they will then be destroyed without further notice. We may charge you an annual storage fee to cover the cost of storage.
5. Email Transmissions
We may use email for the transmission of correspondence, documents, and advice where appropriate to communicate both with you and others unless you specifically request us not to do so.
As email may not be secure and may be read, copied, interfered with in transit or impaired, you agree to assume the risk associated with transmission and to release us from any claim you may have arising from transmission defects.
6. Our Documents
You acknowledge that any internal documents created for use in providing the services or undertaking the engagement, other than those documents produced to satisfy legislative requirements, remain the property of ELLIOTT WEBB and will not be released to you or any third party.
7. Our Staff
We invest large amounts of time and effort to develop the professional skills and client familiarity of our staff. In the event any of our staff who have worked on your engagement leave us to join you we reserve the right to charge you a placement fee of 20% of their prevailing gross annual salary package in partial compensation to us for the loss of their services.
8. Conflicts of Interest
We may act for clients who compete with you or, more rarely, may even be involved in business with you. Be advised that we continue to represent those clients or new clients in matters that are not substantially related to work we are engaged to perform for you.
9. Fees and Expenses
Our engagement letter sets out the fees to be invoiced to you. We will increase our fees by the amount of any GST applicable to the services provided, unless the engagement letter states that our fees are inclusive of GST. “GST” in this context may be defined as any goods and services tax or similar indirect tax imposed by the Commonwealth of Australia, other than any penalty, fine,interest or like payment.
If we provide you with an estimate of costs or a formal engagement proposal, it is based on the scope of work expected at that time. The cost of providing the proposed services may change due to matters outside our control such as an unforeseeable delay, the co-operation or otherwise of third persons, deficiencies in documentation provided and/or increased statutory charges. If the cost to you is likely to be significantly higher than originally proposed we will provide you with a revised estimate or an additional letter of engagement informing you of this and the reasons for the likely increase before we incur any additional costs.
In the event we incur costs to a third party associated with undertaking the engagement, we will seek to recover those costs from you and you agree to payment of those costs in accordance with the payment terms expressed in this document. Prior to incurring any such costs, ELLIOTT WEBB will make all reasonable endeavours to consult with you and confirm your acceptance of the need to incur such third-party costs.
Under a time-cost engagement, where you call meetings requiring the attendance of specific ELLIOTT WEBB staff, you will be charged for their attendance time at their respective professional hourly rates (GST exclusive) which are currently as follows:
Director: AUD 600.00
Manager: AUD 400.00
Consultant: AUD 200.00
If we act for you in a matter, and another person (e.g. a party to litigation) is required to pay our charges (or any part of them), you agree that requirement does not affect your liability to us for any outstanding fees.
10. Trust Account
On occasions we will receive monies on your behalf, typically from organisations such as the Australian Taxation Office. In other instances, you may decide to remit money to us, to enable us to pay certain expenses of yours.
In all cases of either alternative, we will bank such monies into our Trust account and only disburse those monies upon receipt by us of instructions in writing from you as to the precise nature and specifications of any such disbursement.
You are hereby expressly notified that the Trust account into which all client monies, however received, are deposited is an interest-bearing account and by entering into an engagement with us, you acknowledge that all such interest that may be payable, from time to time, on the account balance is solely the income and property of ELLIOTT WEBB to help defray the costs of administering the trust account and as such, you expressly disavow any entitlement to any part of such interest that may accrue on any amounts held by us, on your behalf.
11. Receiving Funds on Clients' Behalf
When we receive funds on your behalf, we will use our best endeavours to disburse those funds in a timely fashion pursuant to your instructions, however you acknowledge your understanding and acceptance that, in certain instances, funds will remain in trust account for an extended period of time whilst we ascertain the precise ownership of monies received and/or await instructions as to its disbursement.
12. Indemnity for Liability to Third Parties
You agree to indemnify us against all liabilities, claims, costs and expenses (collectively referred to as “Loss”) (including any GST payable by us on amounts paid by you under this indemnity) incurred by us in respect of any claim by a third party which is related to, arises out of, or is in any way associated with the engagement. However, the indemnity does not apply to any loss in respect of any matters which are finally determined to have resulted from our negligent, wrongful or wilful acts or omissions.
13. Payment Terms
Our payment terms for all work undertaken are 14 days from date of invoice unless otherwise agreed.
We may ask you to pay us an amount, in advance, to cover expenses, or to provide security for our charges.
In the event that the work undertaken pursuant to an engagement by ELLIOTT WEBB results in the receipt of monies by ELLIOTT WEBB as your agent, (income tax refund cheque, grants receipt, or the like), you authorise ELLIOTT WEBB to deposit such monies in its Trust Account, deduct any fees and charges pertaining to the engagement from the monies received on your behalf, and remitting the balance of such monies (if any) to your nominated bank account or elsewhere as directed by you.
We will charge you interest at a non-compounding rate of 2% per annum on all invoices,and parts thereof, that remain unpaid by the end of the month following the month of invoice (referred to “Outstanding Invoices”). The charge will be calculated by applying the interest rate against any Outstanding Invoices existing at the end of the month following the month of invoice.
Should you have an Outstanding Invoice amount and interest has arisen in respect to that sum, any funds received from you will be firstly applied to reduce unpaid interest amounts (if any), and only when all unpaid interest amounts have been settled, will the funds from you be applied to reduce the balance of the Outstanding Invoice.
If your account remains unpaid it will be lodged with a collection agency and “all collection costs, legal fees and associated cost incurred as a result of the debt being passed to a third party, will be payable by the holder of the original debt.” We reserve the right to perform no further work for you until all outstanding accounts and amounts are paid in full.
14. Termination
Either party may terminate an engagement upon thirty (30) days written notice to the other party, or in accordance with the requirements of relevant legislation.
If you terminate an engagement that was entered into whereby the fee for that engagement was expressed as a numeric value or range, ELLIOTT WEBB will invoice, and you agree to pay, the stated amount, or the lowest value that is part of the specified range.
If you terminate an engagement that was entered into whereby the fee for that engagement was expressed as a percentage of a result to be achieved under the engagement, ELLIOTT WEBB will invoice, and you agree to pay, the termination amount stated in that engagement letter.
If ELLIOTT WEBB terminates an engagement, you will not be required to pay anything in respect of the terminated engagement.
15. Dispute Resolution
If there is a dispute relating to the engagement, the parties agree to submit to mediation before having recourse to any other dispute resolution process. Written notice of the dispute will be given for it to be submitted to mediation before a mediator chosen by the parties or, where the parties cannot agree, by the Australian Commercial Disputes Centre (ACDC). The parties will use their best endeavours to settle the dispute promptly. The mediation will be conducted in accordance with the ACDC Mediation Guidelines to the extent that they do not conflict with the provisions of this clause.
If the dispute is not resolved within sixty (60) days after notice of the dispute, the mediation will terminate unless the parties otherwise agree.
Information we are required to Disclose to You
As a Tax Agent, our work is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services Code (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
a) Matters that could significantly influence your decision to engage us (or continue to engage us) for a a Tax Agent service from 1 July 2022 onward include the following:
- Non applicable
b) The Tax Practitioners Board maintains a register of Tax Agents and BAS agents. You can access and search this register here: https://www.tpb.gov.au/public-register
c) If you have a complaint about our Tax Agent services, you will need to contact your accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Sean Doolan - Director by email. Your complaint will be investigate by a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. if you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the link above includes details about your review rights and who can further assist you.
16. Limitation of Liability
By accepting our terms and conditions, you agree that the total aggregate liability of ELLIOTT WEBB in respect of services provided under any engagement is limited to the lesser of $500,000 or five (5) times the fees paid by you to ELLIOTT WEBB for the engagement and you expressly waive any claim in excess of the total aggregate liability so calculated.
17. Governing Law and Jurisdiction
All aspects of the services and the engagement letter are governed by, and constructed in accordance with, the laws of Western Australia and both you and ELLIOTT WEBB irrevocably submit to the jurisdiction of the courts of Western Australia only.
WEBSITE TERMS AND CONDITIONS
1. Terms
By accessing the website at https://elliottwebb.com.au/, you are agreeing to be bound by these terms of service, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this website are protected by applicable copyright and trademark law.
2. Use Licence
Permission is granted to temporarily download one copy of the materials (information or software) on Elliott + Webb's website for personal, non-commercial transitory viewing only. This is the grant of a licence, not a transfer of title, and under this licence you may not:
modify or copy the materials;
use the materials for any commercial purpose, or for any public display (commercial or non-commercial);
attempt to decompile or reverse engineer any software contained on Elliott + Webb's website;
remove any copyright or other proprietary notations from the materials; or
transfer the materials to another person or "mirror" the materials on any other server.
This licence shall automatically terminate if you violate any of these restrictions and may be terminated by Elliott + Webb at any time. Upon terminating your viewing of these materials or upon the termination of this licence, you must destroy any downloaded materials in your possession whether in electronic or printed format.
3. Disclaimer
The materials on Elliott + Webb's website are provided on an 'as is' basis. Elliott + Webb makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.
Further, Elliott + Webb does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site.
4. Limitations
In no event shall Elliott + Webb or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption) arising out of the use or inability to use the materials on Elliott + Webb's website, even if Elliott + Webb or a Elliott + Webb authorised representative has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.
5. Accuracy of materials
The materials appearing on Elliott + Webb's website could include technical, typographical, or photographic errors. Elliott + Webb does not warrant that any of the materials on its website are accurate, complete or current. Elliott + Webb may make changes to the materials contained on its website at any time without notice. However Elliott + Webb does not make any commitment to update the materials.
6. Links
Elliott + Webb has not reviewed all of the sites linked to its website and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by Elliott + Webb of the site. Use of any such linked website is at the user's own risk.
7. Modifications
Elliott + Webb may revise these terms of service for its website at any time without notice. By using this website you are agreeing to be bound by the then current version of these terms of service.
8. Governing Law
These terms and conditions are governed by and construed in accordance with the laws of WA and you irrevocably submit to the exclusive jurisdiction of the courts in that State or location.
